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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 | $35,441 | $112,121-68.4% | $95,960-63.1% | $158,966-77.7% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 11.82% | 171.16%-159.3pp | 91.63%-79.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,979 | $3,199-38.1% | $2,541-22.1% | $4,762-58.5% |
| Participant deferral / active EE | $6,306 | $4,784+31.8% | $4,167+51.3% | $5,983+5.4% |
| Admin fee / account holder | $32,277 | $10,135+218.5% | $6,797+374.9% | $11,250+186.9% |