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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 | $33,902 | $102,422-66.9% | $147,117-77.0% | $80,959-58.1% |
| Participation rate | 89.1% | 75.9%+13.2pp | 82.2%+6.9pp | 67.7%+21.4pp |
| Annual return | 14.07% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,517 | $3,717-32.3% | $4,932-49.0% | $2,757-8.7% |
| Participant deferral / active EE | $2,869 | $6,652-56.9% | $8,065-64.4% | $4,300-33.3% |
| Admin fee / account holder | $1,791 | $7,953-77.5% | $12,993-86.2% | $6,925-74.1% |