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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 | $34,914 | $102,385-65.9% | $147,080-76.3% | $80,935-56.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 14.05% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,146 | $3,717-15.3% | $4,933-36.2% | $2,757+14.1% |
| Participant deferral / active EE | $4,586 | $6,651-31.0% | $8,066-43.1% | $4,299+6.7% |
| Admin fee / account holder | $979 | $7,951-87.7% | $12,989-92.5% | $6,924-85.9% |