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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 | $38,418 | $93,346-58.8% | $71,796-46.5% | $273,972-86.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 4.66% | 130.39%-125.7pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $7,664 | $2,733+180.4% | $1,924+298.2% | $4,869+57.4% |
| Participant deferral / active EE | $7,938 | $3,475+128.4% | $2,794+184.1% | $5,287+50.1% |
| Admin fee / account holder | $1,386 | $6,571-78.9% | $4,815-71.2% | $10,133-86.3% |