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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 | $49,219 | $58,258-15.5% | $81,820-39.8% | $80,925-39.2% |
| Participation rate | 77.4% | 63.5%+14.0pp | 72.4%+5.0pp | 67.7%+9.8pp |
| Annual return | 13.55% | 41.76%-28.2pp | 777.93%-764.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,852 | $2,345-21.0% | $2,915-36.5% | $2,756-32.8% |
| Participant deferral / active EE | $6,580 | $3,284+100.4% | $4,323+52.2% | $4,299+53.1% |
| Admin fee / account holder | $1,118 | $4,976-77.5% | $7,391-84.9% | $6,940-83.9% |