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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 | $25,062 | $46,732-46.4% | $156,551-84.0% | $55,167-54.6% |
| Participation rate | 78.6% | 65.8%+12.8pp | 84.0%-5.4pp | 69.0%+9.6pp |
| Annual return | 72.23% | 17.72%+54.5pp | 32.23%+40.0pp | 169.23%-97.0pp |
| Employer contribution / active EE | $461 | $2,105-78.1% | $5,501-91.6% | $1,963-76.5% |
| Participant deferral / active EE | $1,606 | $2,204-27.1% | $4,871-67.0% | $3,054-47.4% |
| Admin fee / account holder | $328 | $418-21.5% | $13,028-97.5% | $504-34.9% |