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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 | $68,784 | $95,979-28.3% | $74,551-7.7% | $135,380-49.2% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 5.27% | 56.97%-51.7pp | 32.53%-27.3pp | 519.81%-514.5pp |
| Employer contribution / active EE | $849 | $2,716-68.7% | $1,961-56.7% | $4,779-82.2% |
| Participant deferral / active EE | $1,047 | $3,844-72.8% | $3,108-66.3% | $5,609-81.3% |
| Admin fee / account holder | $433 | $6,522-93.4% | $5,059-91.4% | $10,828-96.0% |