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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 | $8,483 | $108,882-92.2% | $96,754-91.2% | $154,746-94.5% |
| Participation rate | 88.2% | 75.1%+13.2pp | 70.3%+18.0pp | 80.7%+7.5pp |
| Annual return | 17.74% | 98.39%-80.6pp | 82.04%-64.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $836 | $3,018-72.3% | $2,679-68.8% | $4,379-80.9% |
| Participant deferral / active EE | $1,432 | $5,323-73.1% | $4,758-69.9% | $6,730-78.7% |
| Admin fee / account holder | $1,083 | $10,200-89.4% | $8,905-87.8% | $14,365-92.5% |