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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 | $35,273 | $63,346-44.3% | $92,240-61.8% | $70,126-49.7% |
| Participation rate | 95.7% | 68.7%+27.1pp | 76.5%+19.3pp | 69.5%+26.2pp |
| Annual return | 14.11% | 530.19%-516.1pp | 176.29%-162.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $2,655 | $2,471+7.4% | $3,680-27.8% | $2,343+13.3% |
| Participant deferral / active EE | $2,389 | $2,854-16.3% | $3,897-38.7% | $3,332-28.3% |
| Admin fee / account holder | $1,942 | $3,841-49.4% | $5,194-62.6% | $4,645-58.2% |