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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 | $13,063 | $97,125-86.6% | $86,233-84.9% | $137,256-90.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 19.16% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $615 | $2,841-78.3% | $2,504-75.4% | $4,156-85.2% |
| Participant deferral / active EE | $2,032 | $5,180-60.8% | $4,559-55.4% | $6,407-68.3% |
| Admin fee / account holder | $832 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |