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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 | $60,950 | $81,696-25.4% | $70,494-13.5% | $158,982-61.7% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.7pp |
| Annual return | 18.93% | 208.70%-189.8pp | 109.16%-90.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $974 | $3,220-69.8% | $2,738-64.4% | $4,763-79.6% |
| Participant deferral / active EE | $3,859 | $4,558-15.3% | $3,711+4.0% | $5,983-35.5% |
| Admin fee / account holder | $406 | $6,200-93.4% | $3,848-89.4% | $11,252-96.4% |