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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 | $6,553 | $97,125-93.3% | $86,233-92.4% | $137,256-95.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 22.77% | 74.19%-51.4pp | 61.39%-38.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,054 | $2,841-62.9% | $2,504-57.9% | $4,156-74.6% |
| Participant deferral / active EE | $1,203 | $5,180-76.8% | $4,559-73.6% | $6,407-81.2% |
| Admin fee / account holder | $530 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |