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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 | $44,583 | $106,918-58.3% | $84,021-46.9% | $152,897-70.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 20.47% | 105.01%-84.5pp | 71.32%-50.8pp | 345.43%-325.0pp |
| Employer contribution / active EE | $926 | $2,735-66.1% | $1,984-53.3% | $4,764-80.6% |
| Participant deferral / active EE | $2,013 | $4,012-49.8% | $3,239-37.9% | $5,851-65.6% |
| Admin fee / account holder | $545 | $8,288-93.4% | $6,102-91.1% | $11,599-95.3% |