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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 | $43,022 | $116,203-63.0% | $93,621-54.0% | $152,909-71.9% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.8%-4.4pp | 82.5%-11.0pp |
| Annual return | 15.40% | 35.96%-20.6pp | 32.76%-17.4pp | 345.46%-330.1pp |
| Employer contribution / active EE | $1,400 | $3,219-56.5% | $2,719-48.5% | $4,764-70.6% |
| Participant deferral / active EE | $5,718 | $4,605+24.2% | $4,070+40.5% | $5,851-2.3% |
| Admin fee / account holder | $558 | $10,751-94.8% | $7,890-92.9% | $11,601-95.2% |