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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 | $51,759 | $102,422-49.5% | $147,117-64.8% | $80,959-36.1% |
| Participation rate | 84.9% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 14.75% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,658 | $3,717-28.5% | $4,932-46.1% | $2,757-3.6% |
| Participant deferral / active EE | $8,290 | $6,652+24.6% | $8,065+2.8% | $4,300+92.8% |
| Admin fee / account holder | $2,331 | $7,953-70.7% | $12,993-82.1% | $6,925-66.3% |