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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 | $35,503 | $68,398-48.1% | $94,664-62.5% | $75,173-52.8% |
| Participation rate | 81.2% | 76.1%+5.1pp | 80.8%+0.3pp | 67.2%+14.0pp |
| Annual return | 22.89% | 616.72%-593.8pp | 156.84%-134.0pp | 160.72%-137.8pp |
| Employer contribution / active EE | $1,238 | $2,701-54.2% | $3,673-66.3% | $2,671-53.7% |
| Participant deferral / active EE | $6,648 | $6,537+1.7% | $7,417-10.4% | $4,126+61.1% |
| Admin fee / account holder | $8,296 | $5,324+55.8% | $7,222+14.9% | $5,651+46.8% |