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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 | $32,107 | $73,518-56.3% | $63,003-49.0% | $147,585-78.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 13.08% | 175.46%-162.4pp | 87.59%-74.5pp | 578.56%-565.5pp |
| Employer contribution / active EE | $484 | $3,322-85.4% | $2,760-82.5% | $4,876-90.1% |
| Participant deferral / active EE | $1,353 | $4,183-67.7% | $3,329-59.4% | $5,439-75.1% |
| Admin fee / account holder | $1,402 | $5,952-76.4% | $3,600-61.0% | $10,885-87.1% |