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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 | $51,184-15.9% | $66,439-35.2% | $86,983-50.5% |
| Participation rate | 81.4% | 68.5%+13.0pp | 74.5%+6.9pp | 69.5%+11.9pp |
| Annual return | 15.00% | 17.07%-2.1pp | 757.66%-742.7pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,850 | $2,023-8.5% | $2,637-29.8% | $2,584-28.4% |
| Participant deferral / active EE | $5,898 | $2,927+101.5% | $3,876+52.2% | $4,194+40.6% |
| Admin fee / account holder | $581 | $4,154-86.0% | $6,173-90.6% | $7,856-92.6% |