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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 | $67,422 | $102,422-34.2% | $147,117-54.2% | $80,959-16.7% |
| Participation rate | 82.6% | 75.9%+6.7pp | 82.2%+0.4pp | 67.7%+14.9pp |
| Annual return | 15.54% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,165 | $3,717-68.7% | $4,932-76.4% | $2,757-57.8% |
| Participant deferral / active EE | $4,750 | $6,652-28.6% | $8,065-41.1% | $4,300+10.5% |
| Admin fee / account holder | $2,948 | $7,953-62.9% | $12,993-77.3% | $6,925-57.4% |