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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 | $99,921-64.0% | $85,009-57.7% | $145,959-75.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 33.19% | 83.89%-50.7pp | 66.47%-33.3pp | 561.95%-528.8pp |
| Employer contribution / active EE | $596 | $3,233-81.6% | $2,728-78.2% | $4,661-87.2% |
| Participant deferral / active EE | $9,728 | $5,293+83.8% | $4,522+115.1% | $6,689+45.4% |
| Admin fee / account holder | $7,387 | $7,252+1.9% | $6,153+20.1% | $13,398-44.9% |