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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 | $35,132 | $102,429-65.7% | $147,096-76.1% | $80,925-56.6% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 16.12% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,232 | $3,716-66.8% | $4,936-75.0% | $2,756-55.3% |
| Participant deferral / active EE | $6,421 | $6,649-3.4% | $8,071-20.4% | $4,299+49.4% |
| Admin fee / account holder | $940 | $7,957-88.2% | $13,005-92.8% | $6,940-86.4% |