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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 | $41,593 | $72,071-42.3% | $68,368-39.2% | $137,256-69.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 17.86% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $743 | $2,788-73.4% | $2,649-72.0% | $4,156-82.1% |
| Participant deferral / active EE | $3,190 | $4,410-27.7% | $4,123-22.6% | $6,407-50.2% |
| Admin fee / account holder | $847 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |