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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 | $36,387 | $55,889-34.9% | $76,119-52.2% | $80,935-55.0% |
| Participation rate | 82.8% | 62.1%+20.7pp | 69.1%+13.7pp | 67.7%+15.1pp |
| Annual return | 11.59% | 20.58%-9.0pp | 361.25%-349.7pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,358 | $1,866-27.2% | $2,693-49.6% | $2,757-50.7% |
| Participant deferral / active EE | $5,202 | $3,051+70.5% | $4,259+22.1% | $4,299+21.0% |
| Admin fee / account holder | $1,170 | $5,241-77.7% | $6,421-81.8% | $6,924-83.1% |