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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 | $7,279 | $97,125-92.5% | $86,233-91.6% | $137,256-94.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 15.44% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,638 | $2,841-42.4% | $2,504-34.6% | $4,156-60.6% |
| Participant deferral / active EE | $1,869 | $5,180-63.9% | $4,559-59.0% | $6,407-70.8% |
| Admin fee / account holder | $10,876 | $9,725+11.8% | $8,342+30.4% | $12,270-11.4% |