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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 | $10,877 | $88,754-87.7% | $81,820-86.7% | $145,877-92.5% |
| Participation rate | 78.3% | 75.1%+3.2pp | 72.4%+5.9pp | 80.3%-2.0pp |
| Annual return | 14.44% | 1031.77%-1017.3pp | 777.93%-763.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,373 | $3,085-55.5% | $2,915-52.9% | $4,663-70.6% |
| Participant deferral / active EE | $1,625 | $4,648-65.0% | $4,323-62.4% | $6,691-75.7% |
| Admin fee / account holder | $1,040 | $8,424-87.7% | $7,391-85.9% | $13,402-92.2% |