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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 | $33,185 | $102,393-67.6% | $147,041-77.4% | $80,911-59.0% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 13.19% | 134.95%-121.8pp | 419.21%-406.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $3,404 | $3,715-8.4% | $4,935-31.0% | $2,756+23.5% |
| Participant deferral / active EE | $5,809 | $6,647-12.6% | $8,071-28.0% | $4,297+35.2% |
| Admin fee / account holder | $7,708 | $7,943-3.0% | $13,006-40.7% | $6,935+11.2% |