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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 | $37,242 | $102,385-63.6% | $147,080-74.7% | $80,935-54.0% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 13.60% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,411 | $3,717-35.1% | $4,933-51.1% | $2,757-12.5% |
| Participant deferral / active EE | $4,380 | $6,651-34.1% | $8,066-45.7% | $4,299+1.9% |
| Admin fee / account holder | $3,680 | $7,951-53.7% | $12,989-71.7% | $6,924-46.9% |