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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 | $36,289 | $102,422-64.6% | $147,117-75.3% | $80,959-55.2% |
| Participation rate | 92.2% | 75.9%+16.3pp | 82.2%+10.0pp | 67.7%+24.5pp |
| Annual return | 13.09% | 135.16%-122.1pp | 420.54%-407.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,528 | $3,717-32.0% | $4,932-48.7% | $2,757-8.3% |
| Participant deferral / active EE | $7,170 | $6,652+7.8% | $8,065-11.1% | $4,300+66.7% |
| Admin fee / account holder | $5,982 | $7,953-24.8% | $12,993-54.0% | $6,925-13.6% |