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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 | $38,851 | $104,479-62.8% | $159,474-75.6% | $79,391-51.1% |
| Participation rate | 73.7% | 76.6%-2.9pp | 82.8%-9.1pp | 70.7%+3.0pp |
| Annual return | 17.94% | 67.98%-50.0pp | 263.68%-245.7pp | 116.88%-98.9pp |
| Employer contribution / active EE | $1,324 | $3,417-61.2% | $4,831-72.6% | $2,428-45.5% |
| Participant deferral / active EE | $4,048 | $6,468-37.4% | $7,353-44.9% | $4,046+0.1% |
| Admin fee / account holder | $806 | $711+13.3% | $10,802-92.5% | $627+28.6% |