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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 | $44,215 | $102,422-56.8% | $147,117-69.9% | $80,959-45.4% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 14.00% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,739 | $3,717-26.3% | $4,932-44.5% | $2,757-0.7% |
| Participant deferral / active EE | $6,545 | $6,652-1.6% | $8,065-18.8% | $4,300+52.2% |
| Admin fee / account holder | $854 | $7,953-89.3% | $12,993-93.4% | $6,925-87.7% |