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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 | $35,816 | $106,923-66.5% | $84,023-57.4% | $152,909-76.6% |
| Participation rate | 91.3% | 75.3%+16.1pp | 69.0%+22.3pp | 82.5%+8.8pp |
| Annual return | 21.91% | 105.02%-83.1pp | 71.32%-49.4pp | 345.46%-323.6pp |
| Employer contribution / active EE | $2,502 | $2,735-8.5% | $1,984+26.1% | $4,764-47.5% |
| Participant deferral / active EE | $4,009 | $4,013-0.1% | $3,239+23.8% | $5,851-31.5% |
| Admin fee / account holder | $639 | $8,289-92.3% | $6,102-89.5% | $11,601-94.5% |