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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 | $63,278 | $112,935-44.0% | $90,970-30.4% | $158,966-60.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 16.14% | 215.79%-199.7pp | 134.58%-118.4pp | 302.95%-286.8pp |
| Employer contribution / active EE | $483 | $2,895-83.3% | $2,122-77.3% | $4,762-89.9% |
| Participant deferral / active EE | $2,575 | $4,129-37.6% | $3,373-23.7% | $5,983-57.0% |
| Admin fee / account holder | $1,290 | $8,045-84.0% | $5,960-78.4% | $11,250-88.5% |