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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 | $41,610 | $58,241-28.6% | $81,780-49.1% | $80,911-48.6% |
| Participation rate | 89.7% | 63.4%+26.2pp | 72.4%+17.3pp | 67.6%+22.0pp |
| Annual return | 11.28% | 41.73%-30.4pp | 776.27%-765.0pp | 35.63%-24.3pp |
| Employer contribution / active EE | $2,770 | $2,343+18.2% | $2,914-4.9% | $2,756+0.5% |
| Participant deferral / active EE | $6,784 | $3,283+106.7% | $4,321+57.0% | $4,297+57.9% |
| Admin fee / account holder | $8,693 | $4,973+74.8% | $7,384+17.7% | $6,935+25.4% |