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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 | $41,774 | $162,529-74.3% | $130,788-68.1% | $154,746-73.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 18.29% | 510.48%-492.2pp | 386.44%-368.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $726 | $4,447-83.7% | $3,558-79.6% | $4,379-83.4% |
| Participant deferral / active EE | $3,417 | $4,808-28.9% | $4,137-17.4% | $6,730-49.2% |
| Admin fee / account holder | $658 | $7,669-91.4% | $6,673-90.1% | $14,365-95.4% |