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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 | $36,973 | $102,382-63.9% | $147,005-74.8% | $80,874-54.3% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 15.35% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,779 | $3,715-52.1% | $4,934-63.9% | $2,756-35.4% |
| Participant deferral / active EE | $5,156 | $6,646-22.4% | $8,070-36.1% | $4,297+20.0% |
| Admin fee / account holder | $6,707 | $7,942-15.6% | $13,006-48.4% | $6,935-3.3% |