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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 | $36,502 | $89,259-59.1% | $107,187-65.9% | $82,637-55.8% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 17.65% | 21.02%-3.4pp | 204.55%-186.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,210 | $3,080-60.7% | $3,782-68.0% | $2,552-52.6% |
| Participant deferral / active EE | $4,996 | $4,037+23.7% | $5,096-2.0% | $4,126+21.1% |
| Admin fee / account holder | $770 | $7,381-89.6% | $9,162-91.6% | $7,339-89.5% |