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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 | $36,011 | $102,429-64.8% | $147,096-75.5% | $80,925-55.5% |
| Participation rate | 84.6% | 75.9%+8.8pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 14.87% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,235 | $3,716-39.9% | $4,936-54.7% | $2,756-18.9% |
| Participant deferral / active EE | $6,218 | $6,649-6.5% | $8,071-23.0% | $4,299+44.6% |
| Admin fee / account holder | $423 | $7,957-94.7% | $13,005-96.7% | $6,940-93.9% |