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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 | $39,668 | $129,476-69.4% | $93,515-57.6% | $158,982-75.0% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | 5.12% | 118.56%-113.4pp | 78.21%-73.1pp | 302.99%-297.9pp |
| Employer contribution / active EE | $592 | $2,717-78.2% | $2,077-71.5% | $4,763-87.6% |
| Participant deferral / active EE | $766 | $3,916-80.4% | $3,129-75.5% | $5,983-87.2% |
| Admin fee / account holder | $6,651 | $7,396-10.1% | $5,235+27.0% | $11,252-40.9% |