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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 | $102,385-40.3% | $147,080-58.4% | $80,935-24.4% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 13.03% | 135.09%-122.1pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,298 | $3,717-38.2% | $4,933-53.4% | $2,757-16.7% |
| Participant deferral / active EE | $6,186 | $6,651-7.0% | $8,066-23.3% | $4,299+43.9% |
| Admin fee / account holder | $1,375 | $7,951-82.7% | $12,989-89.4% | $6,924-80.1% |