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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 | $34,968 | $100,203-65.1% | $85,240-59.0% | $145,897-76.0% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 17.30% | 84.28%-67.0pp | 66.75%-49.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $9,728 | $3,242+200.1% | $2,735+255.7% | $4,663+108.6% |
| Participant deferral / active EE | $2,671 | $5,299-49.6% | $4,527-41.0% | $6,689-60.1% |
| Admin fee / account holder | $2,177 | $7,265-70.0% | $6,165-64.7% | $13,390-83.7% |