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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 | $8,578 | $97,125-91.2% | $86,233-90.1% | $137,256-93.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 22.89% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,222 | $2,841-57.0% | $2,504-51.2% | $4,156-70.6% |
| Participant deferral / active EE | $2,016 | $5,180-61.1% | $4,559-55.8% | $6,407-68.5% |
| Admin fee / account holder | $849 | $9,725-91.3% | $8,342-89.8% | $12,270-93.1% |