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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 | $57,303 | $118,875-51.8% | $96,572-40.7% | $167,553-65.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 15.98% | 50.50%-34.5pp | 37.79%-21.8pp | 478.89%-462.9pp |
| Employer contribution / active EE | $1,587 | $3,121-49.1% | $2,357-32.7% | $4,840-67.2% |
| Participant deferral / active EE | $2,328 | $4,617-49.6% | $3,850-39.5% | $6,343-63.3% |
| Admin fee / account holder | $383 | $8,070-95.2% | $6,183-93.8% | $12,316-96.9% |