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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 | $33,051 | $72,071-54.1% | $68,368-51.7% | $137,256-75.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 13.71% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,934 | $2,788-30.6% | $2,649-27.0% | $4,156-53.5% |
| Participant deferral / active EE | $2,416 | $4,410-45.2% | $4,123-41.4% | $6,407-62.3% |
| Admin fee / account holder | $71,086 | $5,336+1232.3% | $5,150+1280.4% | $12,270+479.3% |