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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 | $43,750 | $96,136-54.5% | $135,987-67.8% | $80,925-45.9% |
| Participation rate | 72.1% | 71.2%+0.9pp | 76.4%-4.3pp | 67.7%+4.5pp |
| Annual return | 12.87% | 28.70%-15.8pp | 580.01%-567.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,871 | $3,350-44.1% | $4,214-55.6% | $2,756-32.1% |
| Participant deferral / active EE | $3,032 | $5,706-46.9% | $7,027-56.9% | $4,299-29.5% |
| Admin fee / account holder | $2,743 | $8,236-66.7% | $6,716-59.2% | $6,940-60.5% |