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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 | $32,674 | $60,128-45.7% | $90,440-63.9% | $79,852-59.1% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.6pp |
| Annual return | 28.40% | 71.95%-43.6pp | 1294.38%-1266.0pp | 31.72%-3.3pp |
| Employer contribution / active EE | $2,058 | $2,068-0.5% | $3,263-36.9% | $2,471-16.7% |
| Participant deferral / active EE | $4,246 | $2,939+44.5% | $3,964+7.1% | $3,740+13.5% |
| Admin fee / account holder | $391 | $3,977-90.2% | $5,615-93.0% | $5,306-92.6% |