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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 | $58,311-15.6% | $81,882-39.9% | $80,959-39.2% |
| Participation rate | 77.4% | 63.5%+13.9pp | 72.4%+5.0pp | 67.7%+9.8pp |
| Annual return | 13.55% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,852 | $2,347-21.1% | $2,916-36.5% | $2,757-32.8% |
| Participant deferral / active EE | $6,580 | $3,287+100.2% | $4,323+52.2% | $4,300+53.0% |
| Admin fee / account holder | $1,118 | $4,752-76.5% | $7,360-84.8% | $6,925-83.9% |