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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 | $6,877 | $97,125-92.9% | $86,233-92.0% | $137,256-95.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 10.89% | 74.19%-63.3pp | 61.39%-50.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,994 | $5,180-61.5% | $4,559-56.3% | $6,407-68.9% |
| Admin fee / account holder | $597 | $9,725-93.9% | $8,342-92.8% | $12,270-95.1% |