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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 | $51,834 | $101,063-48.7% | $81,473-36.4% | $147,586-64.9% |
| Participation rate | 78.6% | 74.5%+4.1pp | 68.0%+10.6pp | 82.8%-4.3pp |
| Annual return | 15.56% | 32.41%-16.8pp | 38.78%-23.2pp | 578.59%-563.0pp |
| Employer contribution / active EE | $683 | $3,206-78.7% | $2,568-73.4% | $4,876-86.0% |
| Participant deferral / active EE | $2,288 | $4,242-46.1% | $3,537-35.3% | $5,439-57.9% |
| Admin fee / account holder | $1,008 | $5,812-82.7% | $4,561-77.9% | $10,886-90.7% |