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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 | $83,041 | $77,416+7.3% | $69,464+19.5% | $152,897-45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.36% | 39.08%-18.7pp | 28.98%-8.6pp | 345.43%-325.1pp |
| Employer contribution / active EE | $979 | $3,315-70.5% | $2,779-64.8% | $4,764-79.4% |
| Participant deferral / active EE | $1,119 | $4,413-74.7% | $3,536-68.4% | $5,851-80.9% |
| Admin fee / account holder | $2,067 | $6,208-66.7% | $3,840-46.2% | $11,599-82.2% |