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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 | $33,830 | $47,479-28.7% | $62,929-46.2% | $82,448-59.0% |
| Participation rate | 85.7% | 66.9%+18.8pp | 73.1%+12.6pp | 68.1%+17.6pp |
| Annual return | 18.10% | 20.34%-2.2pp | 1063.93%-1045.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,206 | $1,885+17.0% | $2,505-11.9% | $2,551-13.5% |
| Participant deferral / active EE | $2,206 | $2,870-23.1% | $3,888-43.3% | $4,139-46.7% |
| Admin fee / account holder | $2,350 | $3,804-38.2% | $5,065-53.6% | $7,234-67.5% |