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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 | $54,338 | $118,695-54.2% | $98,916-45.1% | $158,950-65.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 7.05% | 372.39%-365.3pp | 196.45%-189.4pp | 302.91%-295.9pp |
| Employer contribution / active EE | $567 | $3,333-83.0% | $2,689-78.9% | $4,762-88.1% |
| Participant deferral / active EE | $2,874 | $5,088-43.5% | $4,245-32.3% | $5,983-52.0% |
| Admin fee / account holder | $27,733 | $10,132+173.7% | $6,642+317.5% | $11,248+146.5% |