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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 | $29,380 | $103,008-71.5% | $90,304-67.5% | $152,897-80.8% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.5%-6.3pp |
| Annual return | 22.82% | 95.22%-72.4pp | 78.13%-55.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $571 | $3,139-81.8% | $2,855-80.0% | $4,764-88.0% |
| Participant deferral / active EE | $2,541 | $4,281-40.7% | $3,885-34.6% | $5,851-56.6% |
| Admin fee / account holder | $455 | $6,175-92.6% | $5,354-91.5% | $11,599-96.1% |