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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 | $74,535 | $80,812-7.8% | $160,784-53.6% | $82,448-9.6% |
| Participation rate | 94.6% | 66.2%+28.4pp | 77.0%+17.7pp | 68.1%+26.6pp |
| Annual return | 15.97% | 100.59%-84.6pp | 1803.92%-1787.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $787 | $2,174-63.8% | $3,733-78.9% | $2,551-69.2% |
| Participant deferral / active EE | $3,934 | $4,335-9.3% | $6,293-37.5% | $4,139-5.0% |
| Admin fee / account holder | $7,684 | $7,695-0.1% | $9,717-20.9% | $7,234+6.2% |