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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 | $38,769 | $83,337-53.5% | $67,834-42.8% | $273,972-85.8% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | 4.90% | 259.45%-254.5pp | 138.47%-133.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,716 | $3,287-47.8% | $2,403-28.6% | $4,869-64.7% |
| Participant deferral / active EE | $5,735 | $4,088+40.3% | $3,160+81.5% | $5,287+8.5% |
| Admin fee / account holder | $2,391 | $6,752-64.6% | $4,622-48.3% | $10,133-76.4% |