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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 | $40,451 | $102,385-60.5% | $147,080-72.5% | $80,935-50.0% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 17.01% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,113 | $3,717-70.0% | $4,933-77.4% | $2,757-59.6% |
| Participant deferral / active EE | $7,860 | $6,651+18.2% | $8,066-2.6% | $4,299+82.8% |
| Admin fee / account holder | $3,204 | $7,951-59.7% | $12,989-75.3% | $6,924-53.7% |