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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,889 | $108,212-90.9% | $77,513-87.2% | $158,966-93.8% |
| Participation rate | 91.7% | 64.4%+27.2pp | 54.2%+37.5pp | 82.0%+9.7pp |
| Annual return | 17.37% | 31.67%-14.3pp | 54.81%-37.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $707 | $1,325-46.6% | $987-28.4% | $4,762-85.2% |
| Participant deferral / active EE | $2,520 | $2,455+2.6% | $1,861+35.4% | $5,983-57.9% |
| Admin fee / account holder | $420 | $3,709-88.7% | $2,859-85.3% | $11,250-96.3% |