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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 | $60,071 | $73,518-18.3% | $63,003-4.7% | $147,585-59.3% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.8%+6.4pp | 82.8%-1.6pp |
| Annual return | 12.75% | 175.46%-162.7pp | 87.59%-74.8pp | 578.57%-565.8pp |
| Employer contribution / active EE | $539 | $3,322-83.8% | $2,760-80.5% | $4,876-88.9% |
| Participant deferral / active EE | $1,531 | $4,183-63.4% | $3,329-54.0% | $5,439-71.8% |
| Admin fee / account holder | $761 | $5,952-87.2% | $3,600-78.9% | $10,885-93.0% |