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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 | $34,885 | $80,812-56.8% | $160,784-78.3% | $82,448-57.7% |
| Participation rate | 88.0% | 66.2%+21.8pp | 77.0%+11.0pp | 68.1%+19.9pp |
| Annual return | 17.15% | 100.59%-83.4pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $911 | $2,174-58.1% | $3,733-75.6% | $2,551-64.3% |
| Participant deferral / active EE | $5,911 | $4,335+36.3% | $6,293-6.1% | $4,139+42.8% |
| Admin fee / account holder | $728 | $7,695-90.5% | $9,717-92.5% | $7,234-89.9% |