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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 | $100,073-65.1% | $85,126-58.9% | $145,877-76.0% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 17.30% | 84.11%-66.8pp | 66.63%-49.3pp | 551.28%-534.0pp |
| Employer contribution / active EE | $9,728 | $3,236+200.6% | $2,731+256.2% | $4,663+108.6% |
| Participant deferral / active EE | $2,671 | $5,294-49.5% | $4,523-40.9% | $6,691-60.1% |
| Admin fee / account holder | $2,177 | $7,261-70.0% | $6,160-64.7% | $13,402-83.8% |