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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 | $125,237-66.8% | $105,608-60.6% | $145,877-71.5% |
| Participation rate | 95.5% | 77.7%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 21.00% | 225.76%-204.8pp | 116.50%-95.5pp | 551.28%-530.3pp |
| Employer contribution / active EE | $789 | $3,720-78.8% | $3,167-75.1% | $4,663-83.1% |
| Participant deferral / active EE | $4,492 | $5,711-21.3% | $5,010-10.3% | $6,691-32.9% |
| Admin fee / account holder | $1,729 | $17,287-90.0% | $11,028-84.3% | $13,402-87.1% |