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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 | $52,754 | $70,418-25.1% | $96,570-45.4% | $85,847-38.5% |
| Participation rate | 96.3% | 61.8%+34.5pp | 69.8%+26.5pp | 69.3%+27.0pp |
| Annual return | 12.25% | 18.59%-6.3pp | 37.79%-25.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $5,514 | $1,413+290.1% | $2,357+133.9% | $2,565+114.9% |
| Participant deferral / active EE | $1,715 | $2,894-40.7% | $3,849-55.5% | $3,952-56.6% |
| Admin fee / account holder | $820 | $4,995-83.6% | $6,182-86.7% | $6,261-86.9% |