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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 | $36,117 | $149,040-75.8% | $120,225-70.0% | $137,256-73.7% |
| Participation rate | 95.2% | 75.4%+19.8pp | 69.6%+25.7pp | 80.0%+15.3pp |
| Annual return | 13.81% | 605.68%-591.9pp | 439.23%-425.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $902 | $4,350-79.3% | $3,475-74.0% | $4,156-78.3% |
| Participant deferral / active EE | $2,005 | $4,655-56.9% | $3,999-49.9% | $6,407-68.7% |
| Admin fee / account holder | $757 | $6,348-88.1% | $5,696-86.7% | $12,270-93.8% |