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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 | $102,422-65.7% | $147,117-76.1% | $80,959-56.6% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 16.12% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,232 | $3,717-66.9% | $4,932-75.0% | $2,757-55.3% |
| Participant deferral / active EE | $6,421 | $6,652-3.5% | $8,065-20.4% | $4,300+49.3% |
| Admin fee / account holder | $940 | $7,953-88.2% | $12,993-92.8% | $6,925-86.4% |