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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 | $63,462 | $69,252-8.4% | $64,099-1.0% | $139,456-54.5% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.31% | 45.89%-33.6pp | 33.70%-21.4pp | 373.45%-361.1pp |
| Employer contribution / active EE | $1,940 | $3,184-39.1% | $2,748-29.4% | $4,753-59.2% |
| Participant deferral / active EE | $3,450 | $4,683-26.3% | $3,881-11.1% | $6,711-48.6% |
| Admin fee / account holder | $545 | $4,248-87.2% | $3,070-82.2% | $11,407-95.2% |