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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 | $41,610 | $58,311-28.6% | $81,882-49.2% | $80,959-48.6% |
| Participation rate | 89.7% | 63.5%+26.2pp | 72.4%+17.3pp | 67.7%+22.0pp |
| Annual return | 11.28% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,770 | $2,347+18.1% | $2,916-5.0% | $2,757+0.5% |
| Participant deferral / active EE | $6,784 | $3,287+106.4% | $4,323+56.9% | $4,300+57.7% |
| Admin fee / account holder | $8,693 | $4,752+82.9% | $7,360+18.1% | $6,925+25.5% |