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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 | $48,459 | $68,398-29.2% | $94,664-48.8% | $75,173-35.5% |
| Participation rate | 70.3% | 76.1%-5.8pp | 80.8%-10.6pp | 67.2%+3.1pp |
| Annual return | 21.21% | 616.72%-595.5pp | 156.84%-135.6pp | 160.72%-139.5pp |
| Employer contribution / active EE | $843 | $2,701-68.8% | $3,673-77.1% | $2,671-68.4% |
| Participant deferral / active EE | $8,349 | $6,537+27.7% | $7,417+12.6% | $4,126+102.3% |
| Admin fee / account holder | $455 | $5,324-91.5% | $7,222-93.7% | $5,651-91.9% |