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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 | $39,630 | $90,530-56.2% | $76,030-47.9% | $145,897-72.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.29% | 625.08%-612.8pp | 361.54%-349.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,318 | $3,319-30.2% | $2,688-13.8% | $4,663-50.3% |
| Participant deferral / active EE | $1,464 | $5,164-71.7% | $4,257-65.6% | $6,689-78.1% |
| Admin fee / account holder | $673 | $8,383-92.0% | $6,421-89.5% | $13,390-95.0% |