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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 | $30,529 | $100,203-69.5% | $85,240-64.2% | $145,897-79.1% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 18.22% | 84.28%-66.1pp | 66.75%-48.5pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,841 | $3,242-12.4% | $2,735+3.9% | $4,663-39.1% |
| Participant deferral / active EE | $8,536 | $5,299+61.1% | $4,527+88.5% | $6,689+27.6% |
| Admin fee / account holder | $563 | $7,265-92.3% | $6,165-90.9% | $13,390-95.8% |