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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 | $11,382 | $70,121-83.8% | $63,803-82.2% | $138,895-91.8% |
| Participation rate | 76.2% | 77.2%-1.0pp | 72.7%+3.5pp | 79.9%-3.7pp |
| Annual return | 17.00% | 946.48%-929.5pp | 543.72%-526.7pp | 145.39%-128.4pp |
| Employer contribution / active EE | $814 | $2,882-71.8% | $2,532-67.8% | $4,194-80.6% |
| Participant deferral / active EE | $1,624 | $4,535-64.2% | $3,843-57.7% | $6,396-74.6% |
| Admin fee / account holder | $441 | $6,738-93.5% | $5,196-91.5% | $12,562-96.5% |