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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 | $56,401 | $78,520-28.2% | $96,576-41.6% | $82,448-31.6% |
| Participation rate | 84.7% | 77.7%+7.0pp | 81.4%+3.3pp | 68.1%+16.7pp |
| Annual return | 139.58% | 41.30%+98.3pp | 38.47%+101.1pp | 41.64%+97.9pp |
| Employer contribution / active EE | $85 | $2,630-96.8% | $3,553-97.6% | $2,551-96.7% |
| Participant deferral / active EE | $11,369 | $6,754+68.3% | $7,956+42.9% | $4,139+174.7% |
| Admin fee / account holder | $1,065 | $13,455-92.1% | $11,381-90.6% | $7,234-85.3% |