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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 | $63,230 | $99,079-36.2% | $78,002-18.9% | $273,972-76.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 6.50% | 217.93%-211.4pp | 425.99%-419.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $504 | $3,308-84.8% | $2,470-79.6% | $4,869-89.6% |
| Participant deferral / active EE | $2,438 | $4,306-43.4% | $3,497-30.3% | $5,287-53.9% |
| Admin fee / account holder | $3,322 | $8,954-62.9% | $5,481-39.4% | $10,133-67.2% |