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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 | $57,568 | $106,894-46.1% | $84,016-31.5% | $152,870-62.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 10.27% | 104.99%-94.7pp | 71.31%-61.0pp | 345.34%-335.1pp |
| Employer contribution / active EE | $584 | $2,734-78.6% | $1,983-70.5% | $4,763-87.7% |
| Participant deferral / active EE | $4,321 | $4,011+7.7% | $3,239+33.4% | $5,850-26.1% |
| Admin fee / account holder | $557 | $8,286-93.3% | $6,101-90.9% | $11,597-95.2% |