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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 | $34,646 | $176,402-80.4% | $134,162-74.2% | $158,982-78.2% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 10.49% | 63.66%-53.2pp | 36.35%-25.9pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,029 | $5,042-79.6% | $3,705-72.2% | $4,763-78.4% |
| Participant deferral / active EE | $2,182 | $4,093-46.7% | $3,500-37.7% | $5,983-63.5% |
| Admin fee / account holder | $5,279 | $8,719-39.5% | $6,685-21.0% | $11,252-53.1% |