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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 | $31,233 | $58,258-46.4% | $81,820-61.8% | $80,925-61.4% |
| Participation rate | 84.4% | 63.5%+20.9pp | 72.4%+12.0pp | 67.7%+16.7pp |
| Annual return | 17.07% | 41.76%-24.7pp | 777.93%-760.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $2,865 | $2,345+22.2% | $2,915-1.7% | $2,756+4.0% |
| Participant deferral / active EE | $7,038 | $3,284+114.3% | $4,323+62.8% | $4,299+63.7% |
| Admin fee / account holder | $1,058 | $4,976-78.7% | $7,391-85.7% | $6,940-84.8% |