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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 | $35,529 | $102,393-65.3% | $147,041-75.8% | $80,911-56.1% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 14.20% | 134.95%-120.8pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $2,646 | $3,715-28.8% | $4,935-46.4% | $2,756-4.0% |
| Participant deferral / active EE | $7,283 | $6,647+9.6% | $8,071-9.8% | $4,297+69.5% |
| Admin fee / account holder | $1,310 | $7,943-83.5% | $13,006-89.9% | $6,935-81.1% |