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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 | $35,069 | $102,422-65.8% | $147,117-76.2% | $80,959-56.7% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 11.87% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,459 | $3,717-7.0% | $4,932-29.9% | $2,757+25.5% |
| Participant deferral / active EE | $9,033 | $6,652+35.8% | $8,065+12.0% | $4,300+110.0% |
| Admin fee / account holder | $10,640 | $7,953+33.8% | $12,993-18.1% | $6,925+53.6% |