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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 | $55,472-35.9% | $155,567-77.1% | $74,546-52.3% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 11.48% | 268.72%-257.2pp | 64.74%-53.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,912 | $2,269-15.7% | $4,674-59.1% | $2,624-27.2% |
| Participant deferral / active EE | $1,889 | $2,838-33.4% | $5,628-66.4% | $4,347-56.5% |
| Admin fee / account holder | $3,576 | $1,743+105.2% | $15,916-77.5% | $1,944+84.0% |