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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 | $40,085 | $53,127-24.5% | $86,597-53.7% | $70,131-42.8% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 13.53% | 27.66%-14.1pp | 964.96%-951.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,439 | $2,068+66.3% | $2,840+21.1% | $2,342+46.8% |
| Participant deferral / active EE | $1,238 | $2,696-54.1% | $3,609-65.7% | $3,332-62.9% |
| Admin fee / account holder | $920 | $3,585-74.3% | $4,906-81.2% | $4,645-80.2% |