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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 | $58,000 | $100,060-42.0% | $149,721-61.3% | $70,126-17.3% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 16.94% | 27.46%-10.5pp | 1501.67%-1484.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,506 | $3,661-58.9% | $5,444-72.3% | $2,343-35.7% |
| Participant deferral / active EE | $4,532 | $4,982-9.0% | $6,568-31.0% | $3,332+36.0% |
| Admin fee / account holder | $9,108 | $8,285+9.9% | $11,282-19.3% | $4,645+96.1% |