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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 | $41,641 | $125,190-66.7% | $105,624-60.6% | $145,897-71.5% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.1pp |
| Annual return | 21.00% | 225.22%-204.2pp | 116.20%-95.2pp | 552.29%-531.3pp |
| Employer contribution / active EE | $789 | $3,720-78.8% | $3,168-75.1% | $4,663-83.1% |
| Participant deferral / active EE | $4,492 | $5,716-21.4% | $5,013-10.4% | $6,689-32.8% |
| Admin fee / account holder | $1,729 | $17,138-89.9% | $10,961-84.2% | $13,390-87.1% |