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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 | $71,353-21.0% | $92,805-39.2% | $86,983-35.2% |
| Participation rate | 84.7% | 80.9%+3.8pp | 83.5%+1.2pp | 69.5%+15.2pp |
| Annual return | 139.58% | 44.68%+94.9pp | 31.59%+108.0pp | 25.83%+113.7pp |
| Employer contribution / active EE | $85 | $2,468-96.5% | $3,424-97.5% | $2,584-96.7% |
| Participant deferral / active EE | $11,369 | $6,966+63.2% | $8,448+34.6% | $4,194+171.1% |
| Admin fee / account holder | $1,065 | $6,099-82.5% | $10,911-90.2% | $7,856-86.4% |