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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 | $34,328 | $102,429-66.5% | $147,096-76.7% | $80,925-57.6% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 20.43% | 135.02%-114.6pp | 419.75%-399.3pp | 35.65%-15.2pp |
| Employer contribution / active EE | $3,768 | $3,716+1.4% | $4,936-23.7% | $2,756+36.7% |
| Participant deferral / active EE | $8,262 | $6,649+24.3% | $8,071+2.4% | $4,299+92.2% |
| Admin fee / account holder | $2,387 | $7,957-70.0% | $13,005-81.6% | $6,940-65.6% |