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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 | $43,056 | $47,479-9.3% | $62,929-31.6% | $82,448-47.8% |
| Participation rate | 81.4% | 66.9%+14.6pp | 73.1%+8.3pp | 68.1%+13.4pp |
| Annual return | 15.00% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,850 | $1,885-1.9% | $2,505-26.1% | $2,551-27.5% |
| Participant deferral / active EE | $5,898 | $2,870+105.5% | $3,888+51.7% | $4,139+42.5% |
| Admin fee / account holder | $581 | $3,804-84.7% | $5,065-88.5% | $7,234-92.0% |