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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 | $63,233 | $52,353+20.8% | $120,225-47.4% | $82,448-23.3% |
| Participation rate | 96.4% | 58.3%+38.1pp | 69.6%+26.9pp | 68.1%+28.4pp |
| Annual return | 14.76% | 61.85%-47.1pp | 439.23%-424.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,347 | $1,510+55.4% | $3,475-32.5% | $2,551-8.0% |
| Participant deferral / active EE | $6,021 | $2,627+129.2% | $3,999+50.6% | $4,139+45.5% |
| Admin fee / account holder | $1,690 | $4,363-61.3% | $5,696-70.3% | $7,234-76.6% |