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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 | $7,287 | $90,530-92.0% | $76,030-90.4% | $145,897-95.0% |
| Participation rate | 77.8% | 74.4%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 14.63% | 625.08%-610.5pp | 361.54%-346.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,204 | $3,319-63.7% | $2,688-55.2% | $4,663-74.2% |
| Participant deferral / active EE | $3,518 | $5,164-31.9% | $4,257-17.4% | $6,689-47.4% |
| Admin fee / account holder | $1,028 | $8,383-87.7% | $6,421-84.0% | $13,390-92.3% |