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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 | $6,742 | $97,125-93.1% | $86,233-92.2% | $137,256-95.1% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 15.44% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,144 | $2,841-59.8% | $2,504-54.3% | $4,156-72.5% |
| Participant deferral / active EE | $1,935 | $5,180-62.6% | $4,559-57.5% | $6,407-69.8% |
| Admin fee / account holder | $1,038 | $9,725-89.3% | $8,342-87.6% | $12,270-91.5% |