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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 | $55,175 | $176,402-68.7% | $134,162-58.9% | $158,982-65.3% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 3.88% | 63.66%-59.8pp | 36.35%-32.5pp | 302.99%-299.1pp |
| Employer contribution / active EE | $1,405 | $5,042-72.1% | $3,705-62.1% | $4,763-70.5% |
| Participant deferral / active EE | $1,405 | $4,093-65.7% | $3,500-59.9% | $5,983-76.5% |
| Admin fee / account holder | $330 | $8,719-96.2% | $6,685-95.1% | $11,252-97.1% |