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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 | $26,764 | $90,486-70.4% | $78,676-66.0% | $273,972-90.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 11.33% | 75.62%-64.3pp | 62.19%-50.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $767 | $3,175-75.9% | $2,850-73.1% | $4,869-84.3% |
| Participant deferral / active EE | $1,752 | $3,901-55.1% | $3,517-50.2% | $5,287-66.9% |
| Admin fee / account holder | $1,000 | $5,263-81.0% | $4,510-77.8% | $10,133-90.1% |