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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 | $45,162 | $63,346-28.7% | $92,240-51.0% | $70,126-35.6% |
| Participation rate | 75.6% | 68.7%+6.9pp | 76.5%-0.9pp | 69.5%+6.1pp |
| Annual return | 16.85% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,427 | $2,471-42.2% | $3,680-61.2% | $2,343-39.1% |
| Participant deferral / active EE | $3,472 | $2,854+21.7% | $3,897-10.9% | $3,332+4.2% |
| Admin fee / account holder | $689 | $3,841-82.1% | $5,194-86.7% | $4,645-85.2% |