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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 | $83,307 | $107,944-22.8% | $91,994-9.4% | $152,885-45.5% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.5%+5.0pp |
| Annual return | 19.55% | 89.26%-69.7pp | 69.03%-49.5pp | 345.39%-325.8pp |
| Employer contribution / active EE | $551 | $4,210-86.9% | $3,452-84.0% | $4,763-88.4% |
| Participant deferral / active EE | $3,472 | $6,365-45.5% | $5,923-41.4% | $5,851-40.7% |
| Admin fee / account holder | $527 | $10,521-95.0% | $7,743-93.2% | $11,598-95.5% |