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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 | $32,493 | $107,030-69.6% | $73,550-55.8% | $147,586-78.0% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 24.47% | 38.25%-13.8pp | -15.16%+39.6pp | 578.59%-554.1pp |
| Employer contribution / active EE | $1,141 | $1,760-35.2% | $1,219-6.4% | $4,876-76.6% |
| Participant deferral / active EE | $6,077 | $2,458+147.2% | $1,804+236.8% | $5,439+11.7% |
| Admin fee / account holder | $1,671 | $3,055-45.3% | $2,320-28.0% | $10,886-84.7% |