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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 | $36,299 | $103,038-64.8% | $90,324-59.8% | $152,909-76.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 30.24% | 95.25%-65.0pp | 78.15%-47.9pp | 345.46%-315.2pp |
| Employer contribution / active EE | $599 | $3,141-80.9% | $2,856-79.0% | $4,764-87.4% |
| Participant deferral / active EE | $813 | $4,282-81.0% | $3,885-79.1% | $5,851-86.1% |
| Admin fee / account holder | $710 | $6,177-88.5% | $5,356-86.7% | $11,601-93.9% |