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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 | $35,750 | $50,554-29.3% | $67,681-47.2% | $87,485-59.1% |
| Participation rate | 93.5% | 67.7%+25.8pp | 73.7%+19.8pp | 68.9%+24.6pp |
| Annual return | 11.67% | 17.81%-6.1pp | 590.58%-578.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $4,039 | $1,988+103.1% | $2,678+50.8% | $2,596+55.6% |
| Participant deferral / active EE | $3,575 | $2,961+20.7% | $3,976-10.1% | $4,274-16.3% |
| Admin fee / account holder | $2,588 | $4,132-37.4% | $6,100-57.6% | $7,775-66.7% |