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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 | $66,842 | $99,652-32.9% | $78,778-15.2% | $147,586-54.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 12.50% | 47.28%-34.8pp | 35.62%-23.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $669 | $2,796-76.1% | $1,986-66.3% | $4,876-86.3% |
| Participant deferral / active EE | $1,439 | $3,664-60.7% | $2,958-51.4% | $5,439-73.6% |
| Admin fee / account holder | $1,242 | $7,155-82.6% | $5,134-75.8% | $10,886-88.6% |