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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 | $102,385-56.8% | $147,080-69.9% | $80,935-45.4% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 14.00% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,739 | $3,717-26.3% | $4,933-44.5% | $2,757-0.6% |
| Participant deferral / active EE | $6,545 | $6,651-1.6% | $8,066-18.9% | $4,299+52.2% |
| Admin fee / account holder | $854 | $7,951-89.3% | $12,989-93.4% | $6,924-87.7% |