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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 | $83,233 | $83,337-0.1% | $67,834+22.7% | $273,972-69.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 5.60% | 259.45%-253.9pp | 138.47%-132.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $475 | $3,287-85.5% | $2,403-80.2% | $4,869-90.2% |
| Participant deferral / active EE | $2,374 | $4,088-41.9% | $3,160-24.9% | $5,287-55.1% |
| Admin fee / account holder | $1,101 | $6,752-83.7% | $4,622-76.2% | $10,133-89.1% |