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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 | $69,174 | $107,941-35.9% | $91,994-24.8% | $152,909-54.8% |
| Participation rate | 76.2% | 81.2%-5.0pp | 78.6%-2.4pp | 82.5%-6.3pp |
| Annual return | 23.98% | 89.28%-65.3pp | 69.04%-45.1pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,298 | $4,212-69.2% | $3,453-62.4% | $4,764-72.8% |
| Participant deferral / active EE | $6,053 | $6,366-4.9% | $5,924+2.2% | $5,851+3.4% |
| Admin fee / account holder | $392 | $10,521-96.3% | $7,744-94.9% | $11,601-96.6% |