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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 | $20,265 | $176,402-88.5% | $134,162-84.9% | $158,966-87.3% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 6.31% | 63.66%-57.3pp | 36.35%-30.0pp | 302.95%-296.6pp |
| Employer contribution / active EE | $940 | $5,042-81.4% | $3,705-74.6% | $4,762-80.3% |
| Participant deferral / active EE | $1,073 | $4,093-73.8% | $3,500-69.3% | $5,983-82.1% |
| Admin fee / account holder | $1,543 | $8,719-82.3% | $6,685-76.9% | $11,250-86.3% |