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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 | $35,925 | $100,203-64.1% | $85,240-57.9% | $145,897-75.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 33.19% | 84.28%-51.1pp | 66.75%-33.6pp | 552.29%-519.1pp |
| Employer contribution / active EE | $596 | $3,242-81.6% | $2,735-78.2% | $4,663-87.2% |
| Participant deferral / active EE | $9,728 | $5,299+83.6% | $4,527+114.9% | $6,689+45.4% |
| Admin fee / account holder | $7,387 | $7,265+1.7% | $6,165+19.8% | $13,390-44.8% |