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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 | $44,836 | $67,823-33.9% | $52,425-14.5% | $137,256-67.3% |
| Participation rate | 76.5% | 63.9%+12.6pp | 55.6%+20.8pp | 80.0%-3.5pp |
| Annual return | 10.55% | 219.11%-208.6pp | 302.12%-291.6pp | 220.34%-209.8pp |
| Employer contribution / active EE | $429 | $1,163-63.1% | $914-53.1% | $4,156-89.7% |
| Participant deferral / active EE | $3,708 | $2,288+62.1% | $1,790+107.1% | $6,407-42.1% |
| Admin fee / account holder | $1,157 | $2,844-59.3% | $2,495-53.6% | $12,270-90.6% |