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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 | $51,184-30.2% | $66,439-46.2% | $86,983-58.9% |
| Participation rate | 93.5% | 68.5%+25.1pp | 74.5%+19.1pp | 69.5%+24.0pp |
| Annual return | 11.67% | 17.07%-5.4pp | 757.66%-746.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $4,039 | $2,023+99.7% | $2,637+53.2% | $2,584+56.3% |
| Participant deferral / active EE | $3,575 | $2,927+22.1% | $3,876-7.8% | $4,194-14.7% |
| Admin fee / account holder | $2,588 | $4,154-37.7% | $6,173-58.1% | $7,856-67.1% |