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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 | $45,114 | $99,079-54.5% | $78,002-42.2% | $273,972-83.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 7.78% | 217.93%-210.1pp | 425.99%-418.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,938 | $3,308-41.4% | $2,470-21.6% | $4,869-60.2% |
| Participant deferral / active EE | $1,938 | $4,306-55.0% | $3,497-44.6% | $5,287-63.4% |
| Admin fee / account holder | $375 | $8,954-95.8% | $5,481-93.2% | $10,133-96.3% |