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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 | $31,591 | $100,203-68.5% | $85,240-62.9% | $145,897-78.3% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+21.9pp | 80.3%+9.2pp |
| Annual return | 14.41% | 84.28%-69.9pp | 66.75%-52.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,900 | $3,242-10.5% | $2,735+6.0% | $4,663-37.8% |
| Participant deferral / active EE | $6,989 | $5,299+31.9% | $4,527+54.4% | $6,689+4.5% |
| Admin fee / account holder | $1,086 | $7,265-85.1% | $6,165-82.4% | $13,390-91.9% |