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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 | $44,611 | $102,422-56.4% | $147,117-69.7% | $80,959-44.9% |
| Participation rate | 74.2% | 75.9%-1.7pp | 82.2%-8.0pp | 67.7%+6.5pp |
| Annual return | 26.01% | 135.16%-109.1pp | 420.54%-394.5pp | 35.67%-9.7pp |
| Employer contribution / active EE | $3,122 | $3,717-16.0% | $4,932-36.7% | $2,757+13.2% |
| Participant deferral / active EE | $8,947 | $6,652+34.5% | $8,065+10.9% | $4,300+108.1% |
| Admin fee / account holder | $3,400 | $7,953-57.2% | $12,993-73.8% | $6,925-50.9% |