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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 | $61,171 | $102,422-40.3% | $147,117-58.4% | $80,959-24.4% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 13.03% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,298 | $3,717-38.2% | $4,932-53.4% | $2,757-16.7% |
| Participant deferral / active EE | $6,186 | $6,652-7.0% | $8,065-23.3% | $4,300+43.8% |
| Admin fee / account holder | $1,375 | $7,953-82.7% | $12,993-89.4% | $6,925-80.1% |