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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 | $55,446-35.9% | $155,574-77.1% | $74,429-52.2% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 11.48% | 269.20%-257.7pp | 64.87%-53.4pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,912 | $2,266-15.6% | $4,676-59.1% | $2,625-27.2% |
| Participant deferral / active EE | $1,889 | $2,836-33.4% | $5,629-66.4% | $4,348-56.6% |
| Admin fee / account holder | $3,576 | $1,743+105.1% | $15,914-77.5% | $1,944+83.9% |