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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 | $38,528 | $81,643-52.8% | $70,462-45.3% | $158,950-75.8% |
| Participation rate | 95.8% | 77.7%+18.1pp | 75.1%+20.8pp | 82.0%+13.9pp |
| Annual return | 5.92% | 208.51%-202.6pp | 109.08%-103.2pp | 302.91%-297.0pp |
| Employer contribution / active EE | $927 | $3,218-71.2% | $2,737-66.1% | $4,762-80.5% |
| Participant deferral / active EE | $1,569 | $4,555-65.6% | $3,710-57.7% | $5,983-73.8% |
| Admin fee / account holder | $366 | $6,194-94.1% | $3,845-90.5% | $11,248-96.7% |