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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 | $42,322 | $73,518-42.4% | $63,003-32.8% | $147,585-71.3% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 13.95% | 175.46%-161.5pp | 87.59%-73.6pp | 578.57%-564.6pp |
| Employer contribution / active EE | $987 | $3,322-70.3% | $2,760-64.2% | $4,876-79.8% |
| Participant deferral / active EE | $1,923 | $4,183-54.0% | $3,329-42.2% | $5,439-64.6% |
| Admin fee / account holder | $1,091 | $5,952-81.7% | $3,600-69.7% | $10,885-90.0% |