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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 | $58,234-42.0% | $81,783-58.7% | $80,874-58.2% |
| Participation rate | 72.0% | 63.4%+8.6pp | 72.4%-0.4pp | 67.6%+4.4pp |
| Annual return | 13.43% | 41.70%-28.3pp | 775.05%-761.6pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,397 | $2,341-40.4% | $2,913-52.0% | $2,756-49.3% |
| Participant deferral / active EE | $8,595 | $3,283+161.8% | $4,320+98.9% | $4,297+100.0% |
| Admin fee / account holder | $19,245 | $4,982+286.3% | $7,380+160.8% | $6,935+177.5% |