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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 | $37,957 | $53,063-28.5% | $124,206-69.4% | $82,637-54.1% |
| Participation rate | 96.3% | 58.4%+37.9pp | 69.6%+26.8pp | 68.1%+28.3pp |
| Annual return | 34.91% | 68.87%-34.0pp | 515.27%-480.4pp | 53.51%-18.6pp |
| Employer contribution / active EE | $2,679 | $1,530+75.1% | $3,540-24.3% | $2,552+5.0% |
| Participant deferral / active EE | $6,655 | $2,644+151.7% | $3,968+67.7% | $4,126+61.3% |
| Admin fee / account holder | $1,513 | $4,281-64.7% | $5,929-74.5% | $7,339-79.4% |