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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 | $34,902 | $102,422-65.9% | $147,117-76.3% | $80,959-56.9% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 15.33% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,379 | $3,717-62.9% | $4,932-72.0% | $2,757-50.0% |
| Participant deferral / active EE | $6,086 | $6,652-8.5% | $8,065-24.5% | $4,300+41.5% |
| Admin fee / account holder | $1,947 | $7,953-75.5% | $12,993-85.0% | $6,925-71.9% |