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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 | $37,234 | $102,422-63.6% | $147,117-74.7% | $80,959-54.0% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 13.31% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,823 | $3,717-24.1% | $4,932-42.8% | $2,757+2.4% |
| Participant deferral / active EE | $6,607 | $6,652-0.7% | $8,065-18.1% | $4,300+53.6% |
| Admin fee / account holder | $2,134 | $7,953-73.2% | $12,993-83.6% | $6,925-69.2% |