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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 | $13,589 | $96,524-85.9% | $75,900-82.1% | $152,909-91.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 25.02% | 33.93%-8.9pp | 30.73%-5.7pp | 345.46%-320.4pp |
| Employer contribution / active EE | $657 | $3,311-80.2% | $2,501-73.7% | $4,764-86.2% |
| Participant deferral / active EE | $3,299 | $4,554-27.6% | $3,604-8.5% | $5,851-43.6% |
| Admin fee / account holder | $1,233 | $8,082-84.7% | $5,421-77.3% | $11,601-89.4% |