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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 | $43,332 | $102,422-57.7% | $147,117-70.5% | $80,959-46.5% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 18.23% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $3,122 | $3,717-16.0% | $4,932-36.7% | $2,757+13.2% |
| Participant deferral / active EE | $6,421 | $6,652-3.5% | $8,065-20.4% | $4,300+49.3% |
| Admin fee / account holder | $3,062 | $7,953-61.5% | $12,993-76.4% | $6,925-55.8% |