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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 | $61,454 | $110,039-44.2% | $97,260-36.8% | $145,884-57.9% |
| Participation rate | 93.8% | 75.9%+17.8pp | 72.7%+21.1pp | 80.3%+13.4pp |
| Annual return | 17.85% | 244.44%-226.6pp | 75.54%-57.7pp | 551.85%-534.0pp |
| Employer contribution / active EE | $3,225 | $3,074+4.9% | $2,721+18.5% | $4,662-30.8% |
| Participant deferral / active EE | $7,953 | $4,674+70.2% | $4,262+86.6% | $6,690+18.9% |
| Admin fee / account holder | $588 | $6,204-90.5% | $5,640-89.6% | $13,392-95.6% |