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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 | $30,016 | $102,422-70.7% | $147,117-79.6% | $80,959-62.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 28.70% | 135.16%-106.5pp | 420.54%-391.8pp | 35.67%-7.0pp |
| Employer contribution / active EE | $3,179 | $3,717-14.5% | $4,932-35.6% | $2,757+15.3% |
| Participant deferral / active EE | $7,136 | $6,652+7.3% | $8,065-11.5% | $4,300+65.9% |
| Admin fee / account holder | $2,165 | $7,953-72.8% | $12,993-83.3% | $6,925-68.7% |