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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 | $65,191 | $73,518-11.3% | $63,003+3.5% | $147,585-55.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 11.13% | 175.46%-164.3pp | 87.59%-76.5pp | 578.57%-567.4pp |
| Employer contribution / active EE | $679 | $3,322-79.6% | $2,760-75.4% | $4,876-86.1% |
| Participant deferral / active EE | $2,530 | $4,183-39.5% | $3,329-24.0% | $5,439-53.5% |
| Admin fee / account holder | $1,273 | $5,952-78.6% | $3,600-64.6% | $10,885-88.3% |