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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 | $36,837 | $102,422-64.0% | $147,117-75.0% | $80,959-54.5% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.6pp | 67.7%+26.2pp |
| Annual return | 18.04% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $3,162 | $3,717-14.9% | $4,932-35.9% | $2,757+14.7% |
| Participant deferral / active EE | $8,277 | $6,652+24.4% | $8,065+2.6% | $4,300+92.5% |
| Admin fee / account holder | $9,102 | $7,953+14.4% | $12,993-29.9% | $6,925+31.4% |