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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 | $43,982 | $102,385-57.0% | $147,080-70.1% | $80,935-45.7% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 17.30% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,902 | $3,717-21.9% | $4,933-41.2% | $2,757+5.3% |
| Participant deferral / active EE | $5,488 | $6,651-17.5% | $8,066-32.0% | $4,299+27.6% |
| Admin fee / account holder | $2,968 | $7,951-62.7% | $12,989-77.1% | $6,924-57.1% |