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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 | $53,077 | $112,933-53.0% | $90,970-41.7% | $158,982-66.6% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 10.95% | 215.82%-204.9pp | 134.60%-123.6pp | 302.99%-292.0pp |
| Employer contribution / active EE | $682 | $2,893-76.4% | $2,122-67.9% | $4,763-85.7% |
| Participant deferral / active EE | $4,445 | $4,128+7.7% | $3,373+31.8% | $5,983-25.7% |
| Admin fee / account holder | $358 | $8,047-95.6% | $5,961-94.0% | $11,252-96.8% |