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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 | $63,283 | $109,411-42.2% | $89,435-29.2% | $158,982-60.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 12.17% | 345.68%-333.5pp | 245.55%-233.4pp | 302.99%-290.8pp |
| Employer contribution / active EE | $778 | $3,173-75.5% | $2,587-69.9% | $4,763-83.7% |
| Participant deferral / active EE | $6,704 | $4,600+45.7% | $3,890+72.3% | $5,983+12.0% |
| Admin fee / account holder | $478 | $6,159-92.2% | $4,884-90.2% | $11,252-95.8% |