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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 | $73,877 | $99,079-25.4% | $78,002-5.3% | $273,972-73.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 3.94% | 217.93%-214.0pp | 425.99%-422.0pp | 41.46%-37.5pp |
| Employer contribution / active EE | $545 | $3,308-83.5% | $2,470-77.9% | $4,869-88.8% |
| Participant deferral / active EE | $4,390 | $4,306+1.9% | $3,497+25.5% | $5,287-17.0% |
| Admin fee / account holder | $2,180 | $8,954-75.7% | $5,481-60.2% | $10,133-78.5% |