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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 | $30,343 | $93,346-67.5% | $71,796-57.7% | $273,972-88.9% |
| Participation rate | 86.7% | 76.5%+10.1pp | 69.1%+17.6pp | 83.0%+3.7pp |
| Annual return | 10.16% | 130.39%-120.2pp | 78.04%-67.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,850 | $2,733-32.3% | $1,924-3.8% | $4,869-62.0% |
| Participant deferral / active EE | $4,394 | $3,475+26.4% | $2,794+57.2% | $5,287-16.9% |
| Admin fee / account holder | $344 | $6,571-94.8% | $4,815-92.9% | $10,133-96.6% |