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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 | $43,851 | $102,385-57.2% | $147,080-70.2% | $80,935-45.8% |
| Participation rate | 80.3% | 75.9%+4.4pp | 82.2%-1.9pp | 67.7%+12.6pp |
| Annual return | 13.56% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,508 | $3,717-59.4% | $4,933-69.4% | $2,757-45.3% |
| Participant deferral / active EE | $3,985 | $6,651-40.1% | $8,066-50.6% | $4,299-7.3% |
| Admin fee / account holder | $6,532 | $7,951-17.9% | $12,989-49.7% | $6,924-5.7% |