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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 | $64,633 | $78,707-17.9% | $117,861-45.2% | $70,126-7.8% |
| Participation rate | 92.3% | 73.2%+19.1pp | 79.7%+12.6pp | 69.5%+22.8pp |
| Annual return | 15.05% | 23.30%-8.2pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $537 | $2,223-75.9% | $3,786-85.8% | $2,343-77.1% |
| Participant deferral / active EE | $2,568 | $3,297-22.1% | $4,482-42.7% | $3,332-22.9% |
| Admin fee / account holder | $532 | $5,066-89.5% | $8,021-93.4% | $4,645-88.5% |