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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 | $38,408 | $99,079-61.2% | $78,002-50.8% | $273,972-86.0% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.5%-5.5pp | 83.0%-13.0pp |
| Annual return | 6.13% | 217.93%-211.8pp | 425.99%-419.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,327 | $3,308-59.9% | $2,470-46.3% | $4,869-72.7% |
| Participant deferral / active EE | $5,398 | $4,306+25.3% | $3,497+54.4% | $5,287+2.1% |
| Admin fee / account holder | $1,293 | $8,954-85.6% | $5,481-76.4% | $10,133-87.2% |