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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 | $35,209 | $107,941-67.4% | $91,994-61.7% | $152,909-77.0% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.5%+7.5pp |
| Annual return | 21.68% | 89.28%-67.6pp | 69.04%-47.4pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,502 | $4,212-40.6% | $3,453-27.5% | $4,764-47.5% |
| Participant deferral / active EE | $5,161 | $6,366-18.9% | $5,924-12.9% | $5,851-11.8% |
| Admin fee / account holder | $1,209 | $10,521-88.5% | $7,744-84.4% | $11,601-89.6% |