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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 | $36,084 | $49,976-27.8% | $66,674-45.9% | $82,637-56.3% |
| Participation rate | 87.5% | 63.1%+24.4pp | 73.7%+13.8pp | 68.1%+19.4pp |
| Annual return | 16.68% | 39.09%-22.4pp | 321.24%-304.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,621 | $1,988-18.5% | $2,620-38.1% | $2,552-36.5% |
| Participant deferral / active EE | $6,709 | $2,847+135.7% | $4,084+64.3% | $4,126+62.6% |
| Admin fee / account holder | $5,690 | $4,594+23.9% | $5,098+11.6% | $7,339-22.5% |