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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 | $62,348 | $106,923-41.7% | $84,023-25.8% | $152,909-59.2% |
| Participation rate | 85.0% | 75.3%+9.7pp | 69.0%+16.0pp | 82.5%+2.5pp |
| Annual return | 21.89% | 105.02%-83.1pp | 71.32%-49.4pp | 345.46%-323.6pp |
| Employer contribution / active EE | $806 | $2,735-70.5% | $1,984-59.4% | $4,764-83.1% |
| Participant deferral / active EE | $3,152 | $4,013-21.4% | $3,239-2.7% | $5,851-46.1% |
| Admin fee / account holder | $498 | $8,289-94.0% | $6,102-91.8% | $11,601-95.7% |