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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 | $74,278 | $176,402-57.9% | $134,162-44.6% | $158,966-53.3% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 11.66% | 63.66%-52.0pp | 36.35%-24.7pp | 302.95%-291.3pp |
| Employer contribution / active EE | $393 | $5,042-92.2% | $3,705-89.4% | $4,762-91.7% |
| Participant deferral / active EE | $2,445 | $4,093-40.3% | $3,500-30.1% | $5,983-59.1% |
| Admin fee / account holder | $881 | $8,719-89.9% | $6,685-86.8% | $11,250-92.2% |