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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 | $44,919 | $63,346-29.1% | $92,240-51.3% | $70,126-35.9% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 15.63% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $673 | $2,471-72.8% | $3,680-81.7% | $2,343-71.3% |
| Participant deferral / active EE | $6,726 | $2,854+135.7% | $3,897+72.6% | $3,332+101.9% |
| Admin fee / account holder | $874 | $3,841-77.2% | $5,194-83.2% | $4,645-81.2% |