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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 | $74,502 | $106,923-30.3% | $84,023-11.3% | $152,909-51.3% |
| Participation rate | 73.3% | 75.3%-1.9pp | 69.0%+4.3pp | 82.5%-9.1pp |
| Annual return | 20.02% | 105.02%-85.0pp | 71.32%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $520 | $2,735-81.0% | $1,984-73.8% | $4,764-89.1% |
| Participant deferral / active EE | $2,287 | $4,013-43.0% | $3,239-29.4% | $5,851-60.9% |
| Admin fee / account holder | $6,236 | $8,289-24.8% | $6,102+2.2% | $11,601-46.2% |