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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 | $78,988 | $118,708-33.5% | $98,920-20.2% | $158,982-50.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 12.15% | 372.49%-360.3pp | 196.47%-184.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $833 | $3,334-75.0% | $2,689-69.0% | $4,763-82.5% |
| Participant deferral / active EE | $16,166 | $5,089+217.7% | $4,245+280.8% | $5,983+170.2% |
| Admin fee / account holder | $27,271 | $10,134+169.1% | $6,643+310.5% | $11,252+142.4% |