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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 | $39,843 | $162,529-75.5% | $130,788-69.5% | $154,746-74.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 16.00% | 510.48%-494.5pp | 386.44%-370.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,139 | $4,447-74.4% | $3,558-68.0% | $4,379-74.0% |
| Participant deferral / active EE | $2,227 | $4,808-53.7% | $4,137-46.2% | $6,730-66.9% |
| Admin fee / account holder | $600 | $7,669-92.2% | $6,673-91.0% | $14,365-95.8% |