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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 | $31,678 | $102,422-69.1% | $147,117-78.5% | $80,959-60.9% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.7pp |
| Annual return | 19.69% | 135.16%-115.5pp | 420.54%-400.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $3,223 | $3,717-13.3% | $4,932-34.7% | $2,757+16.9% |
| Participant deferral / active EE | $8,225 | $6,652+23.6% | $8,065+2.0% | $4,300+91.3% |
| Admin fee / account holder | $4,126 | $7,953-48.1% | $12,993-68.2% | $6,925-40.4% |