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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 | $47,000 | $52,519-10.5% | $155,789-69.8% | $59,633-21.2% |
| Participation rate | 84.1% | 61.7%+22.4pp | 76.1%+8.0pp | 68.7%+15.4pp |
| Annual return | 4.13% | 53.51%-49.4pp | 71.54%-67.4pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $3,515 | $1,589+121.2% | $3,839-8.4% | $2,203+59.6% |
| Participant deferral / active EE | $6,799 | $3,084+120.4% | $4,798+41.7% | $3,192+113.0% |
| Admin fee / account holder | $384 | $3,540-89.2% | $7,477-94.9% | $4,297-91.1% |