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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 | $9,270 | $97,125-90.5% | $86,233-89.3% | $137,256-93.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 18.55% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $903 | $2,841-68.2% | $2,504-64.0% | $4,156-78.3% |
| Participant deferral / active EE | $5,152 | $5,180-0.5% | $4,559+13.0% | $6,407-19.6% |
| Admin fee / account holder | $1,737 | $9,725-82.1% | $8,342-79.2% | $12,270-85.8% |