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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 | $60,969 | $106,923-43.0% | $84,023-27.4% | $152,909-60.1% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 17.07% | 105.02%-87.9pp | 71.32%-54.2pp | 345.46%-328.4pp |
| Employer contribution / active EE | $994 | $2,735-63.7% | $1,984-49.9% | $4,764-79.1% |
| Participant deferral / active EE | $2,511 | $4,013-37.4% | $3,239-22.5% | $5,851-57.1% |
| Admin fee / account holder | $376 | $8,289-95.5% | $6,102-93.8% | $11,601-96.8% |