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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 | $85,296 | $85,171+0.1% | $172,753-50.6% | $72,976+16.9% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 19.25% | 27.32%-8.1pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $506 | $3,324-84.8% | $5,144-90.2% | $2,440-79.3% |
| Participant deferral / active EE | $6,712 | $3,260+105.9% | $5,198+29.1% | $3,608+86.0% |
| Admin fee / account holder | $995 | $5,880-83.1% | $13,956-92.9% | $5,124-80.6% |