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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 | $34,998 | $102,429-65.8% | $147,096-76.2% | $80,925-56.8% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 13.28% | 135.02%-121.7pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,796 | $3,716-24.7% | $4,936-43.3% | $2,756+1.5% |
| Participant deferral / active EE | $6,110 | $6,649-8.1% | $8,071-24.3% | $4,299+42.1% |
| Admin fee / account holder | $1,997 | $7,957-74.9% | $13,005-84.6% | $6,940-71.2% |