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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 | $30,328 | $102,422-70.4% | $147,117-79.4% | $80,959-62.5% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 15.54% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,759 | $3,717-25.8% | $4,932-44.1% | $2,757+0.1% |
| Participant deferral / active EE | $8,059 | $6,652+21.1% | $8,065-0.1% | $4,300+87.4% |
| Admin fee / account holder | $7,992 | $7,953+0.5% | $12,993-38.5% | $6,925+15.4% |