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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 | $102,429-66.9% | $147,096-77.0% | $80,925-58.1% |
| Participation rate | 89.1% | 75.9%+13.2pp | 82.2%+6.9pp | 67.7%+21.4pp |
| Annual return | 14.07% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,517 | $3,716-32.3% | $4,936-49.0% | $2,756-8.7% |
| Participant deferral / active EE | $2,869 | $6,649-56.8% | $8,071-64.5% | $4,299-33.3% |
| Admin fee / account holder | $1,791 | $7,957-77.5% | $13,005-86.2% | $6,940-74.2% |