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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 | $7,663 | $85,024-91.0% | $70,544-89.1% | $139,466-94.5% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 23.31% | 30.39%-7.1pp | 32.79%-9.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,550 | $3,912-60.4% | $2,976-47.9% | $4,754-67.4% |
| Participant deferral / active EE | $1,614 | $5,891-72.6% | $4,568-64.7% | $6,712-75.9% |
| Admin fee / account holder | $535 | $8,928-94.0% | $6,427-91.7% | $11,409-95.3% |