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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 | $41,894 | $47,479-11.8% | $62,929-33.4% | $82,448-49.2% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 16.01% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,146 | $1,885-39.2% | $2,505-54.2% | $2,551-55.1% |
| Participant deferral / active EE | $3,164 | $2,870+10.2% | $3,888-18.6% | $4,139-23.6% |
| Admin fee / account holder | $5,519 | $3,804+45.1% | $5,065+9.0% | $7,234-23.7% |