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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 | $41,825 | $77,164-45.8% | $178,014-76.5% | $80,874-48.3% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.6%+22.4pp |
| Annual return | 10.75% | 18.09%-7.3pp | 294.80%-284.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $4,167 | $2,288+82.1% | $3,950+5.5% | $2,756+51.2% |
| Participant deferral / active EE | $2,432 | $4,408-44.8% | $6,276-61.2% | $4,297-43.4% |
| Admin fee / account holder | $418 | $7,164-94.2% | $10,362-96.0% | $6,935-94.0% |