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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 | $47,916 | $102,422-53.2% | $147,117-67.4% | $80,959-40.8% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 15.03% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $882 | $3,717-76.3% | $4,932-82.1% | $2,757-68.0% |
| Participant deferral / active EE | $8,868 | $6,652+33.3% | $8,065+10.0% | $4,300+106.2% |
| Admin fee / account holder | $9,086 | $7,953+14.2% | $12,993-30.1% | $6,925+31.2% |