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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 | $15,727 | $46,689-66.3% | $117,498-86.6% | $68,495-77.0% |
| Participation rate | 86.7% | 56.8%+29.9pp | 70.6%+16.1pp | 67.9%+18.8pp |
| Annual return | 55.32% | -14.52%+69.8pp | 29.75%+25.6pp | -7.84%+63.2pp |
| Employer contribution / active EE | $2,607 | $1,505+73.2% | $4,178-37.6% | $2,596+0.4% |
| Participant deferral / active EE | $5,332 | $2,637+102.2% | $4,071+31.0% | $4,028+32.4% |
| Admin fee / account holder | $966 | $4,021-76.0% | $5,646-82.9% | $5,403-82.1% |