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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 | $7,890 | $97,125-91.9% | $86,233-90.9% | $137,256-94.3% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.0%+25.7pp | 80.0%+14.8pp |
| Annual return | 18.23% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $836 | $2,841-70.6% | $2,504-66.6% | $4,156-79.9% |
| Participant deferral / active EE | $3,150 | $5,180-39.2% | $4,559-30.9% | $6,407-50.8% |
| Admin fee / account holder | $2,295 | $9,725-76.4% | $8,342-72.5% | $12,270-81.3% |