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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 | $14,204 | $100,147-85.8% | $81,286-82.5% | $145,877-90.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 13.19% | 34.44%-21.2pp | 24.80%-11.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $824 | $2,977-72.3% | $2,463-66.5% | $4,663-82.3% |
| Participant deferral / active EE | $1,785 | $4,607-61.3% | $3,883-54.0% | $6,691-73.3% |
| Admin fee / account holder | $344 | $8,201-95.8% | $5,764-94.0% | $13,402-97.4% |