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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 | $6,062 | $97,125-93.8% | $86,233-93.0% | $137,256-95.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 20.28% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $692 | $2,841-75.7% | $2,504-72.4% | $4,156-83.4% |
| Participant deferral / active EE | $1,151 | $5,180-77.8% | $4,559-74.8% | $6,407-82.0% |
| Admin fee / account holder | $393 | $9,725-96.0% | $8,342-95.3% | $12,270-96.8% |