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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 | $56,949 | $58,923-3.4% | $97,167-41.4% | $74,546-23.6% |
| Participation rate | 86.7% | 63.6%+23.1pp | 72.7%+14.0pp | 67.2%+19.5pp |
| Annual return | 14.21% | 16.04%-1.8pp | 75.27%-61.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $620 | $1,894-67.2% | $2,729-77.3% | $2,624-76.4% |
| Participant deferral / active EE | $4,052 | $3,664+10.6% | $4,264-5.0% | $4,347-6.8% |
| Admin fee / account holder | $6,499 | $1,974+229.3% | $5,650+15.0% | $1,944+234.4% |