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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 | $42,483 | $91,037-53.3% | $71,671-40.7% | $147,586-71.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 17.54% | 20.48%-2.9pp | 20.65%-3.1pp | 578.59%-561.1pp |
| Employer contribution / active EE | $960 | $3,327-71.1% | $2,460-61.0% | $4,876-80.3% |
| Participant deferral / active EE | $2,505 | $4,498-44.3% | $3,438-27.1% | $5,439-53.9% |
| Admin fee / account holder | $2,632 | $8,613-69.4% | $5,558-52.7% | $10,886-75.8% |