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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 | $42,566 | $99,079-57.0% | $78,002-45.4% | $273,972-84.5% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.5%+15.0pp | 83.0%+7.5pp |
| Annual return | 7.54% | 217.93%-210.4pp | 425.99%-418.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,714 | $3,308-48.2% | $2,470-30.6% | $4,869-64.8% |
| Participant deferral / active EE | $4,549 | $4,306+5.6% | $3,497+30.1% | $5,287-14.0% |
| Admin fee / account holder | $3,673 | $8,954-59.0% | $5,481-33.0% | $10,133-63.8% |