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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 | $106,923-46.2% | $84,023-31.5% | $152,909-62.4% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 10.27% | 105.02%-94.8pp | 71.32%-61.1pp | 345.46%-335.2pp |
| Employer contribution / active EE | $584 | $2,735-78.6% | $1,984-70.5% | $4,764-87.7% |
| Participant deferral / active EE | $4,321 | $4,013+7.7% | $3,239+33.4% | $5,851-26.2% |
| Admin fee / account holder | $557 | $8,289-93.3% | $6,102-90.9% | $11,601-95.2% |