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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 | $49,224 | $103,000-52.2% | $90,300-45.5% | $152,885-67.8% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 21.24% | 95.19%-74.0pp | 78.11%-56.9pp | 345.39%-324.1pp |
| Employer contribution / active EE | $1,183 | $3,138-62.3% | $2,854-58.6% | $4,763-75.2% |
| Participant deferral / active EE | $7,436 | $4,281+73.7% | $3,884+91.4% | $5,851+27.1% |
| Admin fee / account holder | $1,783 | $6,173-71.1% | $5,353-66.7% | $11,598-84.6% |