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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 | $11,880 | $99,053-88.0% | $88,179-86.5% | $138,895-91.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 21.15% | 78.17%-57.0pp | 64.97%-43.8pp | 145.39%-124.2pp |
| Employer contribution / active EE | $530 | $2,882-81.6% | $2,549-79.2% | $4,194-87.4% |
| Participant deferral / active EE | $2,414 | $5,225-53.8% | $4,614-47.7% | $6,396-62.3% |
| Admin fee / account holder | $601 | $8,748-93.1% | $7,673-92.2% | $12,562-95.2% |