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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 | $33,800 | $58,258-42.0% | $81,820-58.7% | $80,925-58.2% |
| Participation rate | 72.0% | 63.5%+8.5pp | 72.4%-0.4pp | 67.7%+4.3pp |
| Annual return | 13.43% | 41.76%-28.3pp | 777.93%-764.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,397 | $2,345-40.5% | $2,915-52.1% | $2,756-49.3% |
| Participant deferral / active EE | $8,595 | $3,284+161.7% | $4,323+98.8% | $4,299+99.9% |
| Admin fee / account holder | $19,245 | $4,976+286.7% | $7,391+160.4% | $6,940+177.3% |