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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 | $16,255 | $100,203-83.8% | $85,240-80.9% | $145,897-88.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.86% | 84.28%-74.4pp | 66.75%-56.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $946 | $3,242-70.8% | $2,735-65.4% | $4,663-79.7% |
| Participant deferral / active EE | $995 | $5,299-81.2% | $4,527-78.0% | $6,689-85.1% |
| Admin fee / account holder | $373 | $7,265-94.9% | $6,165-94.0% | $13,390-97.2% |