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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 | $49,922 | $81,643-38.9% | $70,462-29.2% | $158,950-68.6% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 4.71% | 208.51%-203.8pp | 109.08%-104.4pp | 302.91%-298.2pp |
| Employer contribution / active EE | $909 | $3,218-71.7% | $2,737-66.8% | $4,762-80.9% |
| Participant deferral / active EE | $3,900 | $4,555-14.4% | $3,710+5.1% | $5,983-34.8% |
| Admin fee / account holder | $868 | $6,194-86.0% | $3,845-77.4% | $11,248-92.3% |