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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 | $8,315 | $167,030-95.0% | $135,768-93.9% | $155,188-94.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 18.99% | 678.39%-659.4pp | 526.10%-507.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $167 | $4,132-96.0% | $3,394-95.1% | $4,248-96.1% |
| Participant deferral / active EE | $953 | $4,528-79.0% | $3,977-76.1% | $6,531-85.4% |
| Admin fee / account holder | $395 | $8,172-95.2% | $7,048-94.4% | $14,480-97.3% |