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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 | $35,088 | $103,008-65.9% | $90,304-61.1% | $152,897-77.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 21.75% | 95.22%-73.5pp | 78.13%-56.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,825 | $3,139-10.0% | $2,855-1.1% | $4,764-40.7% |
| Participant deferral / active EE | $1,726 | $4,281-59.7% | $3,885-55.6% | $5,851-70.5% |
| Admin fee / account holder | $1,286 | $6,175-79.2% | $5,354-76.0% | $11,599-88.9% |