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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 | $28,624+25.7% | $53,647-32.9% | $82,637-56.5% |
| Participation rate | 70.0% | 47.3%+22.7pp | 56.3%+13.7pp | 68.1%+1.9pp |
| Annual return | 18.87% | 664.98%-646.1pp | 358.33%-339.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $881 | $637+38.3% | $962-8.5% | $2,552-65.5% |
| Participant deferral / active EE | $1,893 | $1,196+58.2% | $1,813+4.4% | $4,126-54.1% |
| Admin fee / account holder | $405 | $2,022-80.0% | $2,460-83.5% | $7,339-94.5% |