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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 | $7,748 | $97,125-92.0% | $86,233-91.0% | $137,256-94.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 17.93% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,663 | $2,841-41.5% | $2,504-33.6% | $4,156-60.0% |
| Participant deferral / active EE | $1,642 | $5,180-68.3% | $4,559-64.0% | $6,407-74.4% |
| Admin fee / account holder | $356 | $9,725-96.3% | $8,342-95.7% | $12,270-97.1% |