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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 | $8,502 | $99,053-91.4% | $88,179-90.4% | $138,895-93.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 13.74% | 78.17%-64.4pp | 64.97%-51.2pp | 145.39%-131.7pp |
| Employer contribution / active EE | $625 | $2,882-78.3% | $2,549-75.5% | $4,194-85.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $500 | $8,748-94.3% | $7,673-93.5% | $12,562-96.0% |