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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 | $61,279 | $89,364-31.4% | $141,177-56.6% | $72,983-16.0% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 21.03% | 111.86%-90.8pp | 71.40%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,388 | $3,115-55.4% | $4,736-70.7% | $2,440-43.1% |
| Participant deferral / active EE | $5,659 | $5,419+4.4% | $6,710-15.7% | $3,608+56.9% |
| Admin fee / account holder | $302 | $5,959-94.9% | $10,263-97.1% | $5,124-94.1% |