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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 | $7,540 | $97,125-92.2% | $86,233-91.3% | $137,256-94.5% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.0%+26.2pp | 80.0%+15.3pp |
| Annual return | 17.05% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,308 | $2,841-54.0% | $2,504-47.8% | $4,156-68.5% |
| Participant deferral / active EE | $4,327 | $5,180-16.5% | $4,559-5.1% | $6,407-32.5% |
| Admin fee / account holder | $1,260 | $9,725-87.0% | $8,342-84.9% | $12,270-89.7% |