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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 | $42,500 | $98,760-57.0% | $149,715-71.6% | $79,858-46.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 35.97% | 27.43%+8.5pp | 276.66%-240.7pp | 31.72%+4.3pp |
| Employer contribution / active EE | $1,172 | $3,217-63.6% | $4,645-74.8% | $2,471-52.6% |
| Participant deferral / active EE | $7,764 | $5,681+36.7% | $6,842+13.5% | $3,740+107.6% |
| Admin fee / account holder | $8,258 | $6,053+36.4% | $9,310-11.3% | $5,306+55.6% |