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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 | $35,552 | $55,437-35.9% | $155,534-77.1% | $74,459-52.3% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 11.48% | 269.58%-258.1pp | 64.92%-53.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,912 | $2,266-15.6% | $4,675-59.1% | $2,626-27.2% |
| Participant deferral / active EE | $1,889 | $2,837-33.4% | $5,630-66.4% | $4,350-56.6% |
| Admin fee / account holder | $3,576 | $1,742+105.2% | $15,900-77.5% | $1,945+83.9% |