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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 | $9,413 | $61,125-84.6% | $94,057-90.0% | $87,485-89.2% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.3%+15.1pp | 68.9%+19.5pp |
| Annual return | 15.56% | 35.20%-19.6pp | 480.62%-465.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $904 | $2,136-57.7% | $2,933-69.2% | $2,596-65.2% |
| Participant deferral / active EE | $2,759 | $3,260-15.4% | $4,709-41.4% | $4,274-35.4% |
| Admin fee / account holder | $940 | $5,629-83.3% | $7,244-87.0% | $7,775-87.9% |