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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 | $42,677 | $58,241-26.7% | $81,780-47.8% | $80,911-47.3% |
| Participation rate | 76.7% | 63.4%+13.2pp | 72.4%+4.3pp | 67.6%+9.0pp |
| Annual return | 16.04% | 41.73%-25.7pp | 776.27%-760.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,808 | $2,343-22.9% | $2,914-38.0% | $2,756-34.4% |
| Participant deferral / active EE | $5,141 | $3,283+56.6% | $4,321+19.0% | $4,297+19.6% |
| Admin fee / account holder | $4,435 | $4,973-10.8% | $7,384-39.9% | $6,935-36.0% |