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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 | $57,641 | $115,810-50.2% | $101,271-43.1% | $158,966-63.7% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 15.99% | 56.15%-40.2pp | 46.48%-30.5pp | 302.95%-287.0pp |
| Employer contribution / active EE | $998 | $4,175-76.1% | $3,660-72.7% | $4,762-79.0% |
| Participant deferral / active EE | $2,472 | $4,958-50.1% | $4,371-43.4% | $5,983-58.7% |
| Admin fee / account holder | $774 | $7,248-89.3% | $5,948-87.0% | $11,250-93.1% |