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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 | $102,382-64.8% | $147,005-75.5% | $80,874-55.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 14.87% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,235 | $3,715-39.8% | $4,934-54.7% | $2,756-18.9% |
| Participant deferral / active EE | $6,218 | $6,646-6.5% | $8,070-23.0% | $4,297+44.7% |
| Admin fee / account holder | $423 | $7,942-94.7% | $13,006-96.7% | $6,935-93.9% |