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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 | $10,115 | $84,628-88.0% | $61,501-83.6% | $134,545-92.5% |
| Participation rate | 72.7% | 62.2%+10.5pp | 52.6%+20.2pp | 81.2%-8.5pp |
| Annual return | 7.74% | 585.61%-577.9pp | 339.04%-331.3pp | 418.37%-410.6pp |
| Employer contribution / active EE | $795 | $1,545-48.6% | $1,160-31.5% | $4,742-83.2% |
| Participant deferral / active EE | $2,668 | $2,819-5.4% | $2,125+25.6% | $6,401-58.3% |
| Admin fee / account holder | $548 | $2,587-78.8% | $2,132-74.3% | $11,431-95.2% |