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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 | $30,840 | $118,708-74.0% | $98,920-68.8% | $158,982-80.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 8.02% | 372.49%-364.5pp | 196.47%-188.5pp | 302.99%-295.0pp |
| Employer contribution / active EE | $1,550 | $3,334-53.5% | $2,689-42.4% | $4,763-67.5% |
| Participant deferral / active EE | $2,554 | $5,089-49.8% | $4,245-39.8% | $5,983-57.3% |
| Admin fee / account holder | $9,982 | $10,134-1.5% | $6,643+50.3% | $11,252-11.3% |