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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 | $34,324 | $102,638-66.6% | $81,982-58.1% | $158,982-78.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 13.63% | 61.05%-47.4pp | 41.31%-27.7pp | 302.99%-289.4pp |
| Employer contribution / active EE | $786 | $3,241-75.7% | $2,498-68.5% | $4,763-83.5% |
| Participant deferral / active EE | $1,699 | $4,649-63.4% | $3,722-54.3% | $5,983-71.6% |
| Admin fee / account holder | $2,077 | $8,237-74.8% | $5,665-63.3% | $11,252-81.5% |