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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 | $54,086 | $85,171-36.5% | $172,752-68.7% | $72,975-25.9% |
| Participation rate | 74.6% | 70.1%+4.6pp | 82.6%-8.0pp | 69.5%+5.2pp |
| Annual return | 28.79% | 27.32%+1.5pp | 802.97%-774.2pp | 81.01%-52.2pp |
| Employer contribution / active EE | $790 | $3,324-76.2% | $5,144-84.6% | $2,440-67.6% |
| Participant deferral / active EE | $2,543 | $3,260-22.0% | $5,198-51.1% | $3,608-29.5% |
| Admin fee / account holder | $3,866 | $5,880-34.3% | $13,955-72.3% | $5,124-24.5% |