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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 | $40,971 | $108,942-62.4% | $100,415-59.2% | $145,897-71.9% |
| Participation rate | 95.8% | 83.0%+12.9pp | 81.5%+14.3pp | 80.3%+15.5pp |
| Annual return | 11.20% | 58.27%-47.1pp | 49.47%-38.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,612 | $4,422-40.9% | $3,943-33.7% | $4,663-44.0% |
| Participant deferral / active EE | $5,639 | $8,461-33.4% | $8,091-30.3% | $6,689-15.7% |
| Admin fee / account holder | $8,863 | $9,702-8.6% | $7,906+12.1% | $13,390-33.8% |