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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 | $35,148 | $102,422-65.7% | $147,117-76.1% | $80,959-56.6% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.7%+19.3pp |
| Annual return | 15.39% | 135.16%-119.8pp | 420.54%-405.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,420 | $3,717-34.9% | $4,932-50.9% | $2,757-12.2% |
| Participant deferral / active EE | $6,846 | $6,652+2.9% | $8,065-15.1% | $4,300+59.2% |
| Admin fee / account holder | $520 | $7,953-93.5% | $12,993-96.0% | $6,925-92.5% |