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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 | $76,908 | $103,008-25.3% | $90,304-14.8% | $152,897-49.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 19.38% | 95.22%-75.8pp | 78.13%-58.7pp | 345.43%-326.0pp |
| Employer contribution / active EE | $438 | $3,139-86.0% | $2,855-84.7% | $4,764-90.8% |
| Participant deferral / active EE | $2,059 | $4,281-51.9% | $3,885-47.0% | $5,851-64.8% |
| Admin fee / account holder | $4,297 | $6,175-30.4% | $5,354-19.7% | $11,599-63.0% |