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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 | $8,008 | $97,125-91.8% | $86,233-90.7% | $137,256-94.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 21.62% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,739 | $2,841-38.8% | $2,504-30.6% | $4,156-58.2% |
| Participant deferral / active EE | $2,150 | $5,180-58.5% | $4,559-52.8% | $6,407-66.4% |
| Admin fee / account holder | $641 | $9,725-93.4% | $8,342-92.3% | $12,270-94.8% |