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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 | $66,557 | $102,422-35.0% | $147,117-54.8% | $80,959-17.8% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 15.34% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,634 | $3,717-2.2% | $4,932-26.3% | $2,757+31.8% |
| Participant deferral / active EE | $8,005 | $6,652+20.3% | $8,065-0.7% | $4,300+86.1% |
| Admin fee / account holder | $643 | $7,953-91.9% | $12,993-95.0% | $6,925-90.7% |