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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 | $35,983 | $29,319+22.7% | $52,425-31.4% | $82,448-56.4% |
| Participation rate | 70.0% | 46.9%+23.1pp | 55.6%+14.4pp | 68.1%+1.9pp |
| Annual return | 18.87% | 535.20%-516.3pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $881 | $586+50.1% | $914-3.7% | $2,551-65.5% |
| Participant deferral / active EE | $1,893 | $1,171+61.6% | $1,790+5.7% | $4,139-54.3% |
| Admin fee / account holder | $405 | $1,962-79.4% | $2,495-83.8% | $7,234-94.4% |