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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 | $35,366 | $61,787-42.8% | $97,197-63.6% | $80,925-56.3% |
| Participation rate | 83.8% | 63.5%+20.3pp | 72.7%+11.1pp | 67.7%+16.1pp |
| Annual return | 25.34% | -558.16%+583.5pp | 75.47%-50.1pp | 35.65%-10.3pp |
| Employer contribution / active EE | $2,567 | $1,836+39.8% | $2,723-5.7% | $2,756-6.9% |
| Participant deferral / active EE | $2,895 | $3,027-4.4% | $4,263-32.1% | $4,299-32.6% |
| Admin fee / account holder | $1,072 | $5,170-79.3% | $5,637-81.0% | $6,940-84.5% |