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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 | $44,400 | $63,346-29.9% | $92,240-51.9% | $70,126-36.7% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 17.13% | 530.19%-513.1pp | 176.29%-159.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,683 | $2,471-31.9% | $3,680-54.3% | $2,343-28.2% |
| Participant deferral / active EE | $3,290 | $2,854+15.3% | $3,897-15.6% | $3,332-1.3% |
| Admin fee / account holder | $10,512 | $3,841+173.7% | $5,194+102.4% | $4,645+126.3% |