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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 | $59,006-3.5% | $97,295-41.5% | $74,478-23.5% |
| Participation rate | 86.7% | 63.7%+23.0pp | 72.7%+14.0pp | 67.2%+19.4pp |
| Annual return | 14.21% | 16.04%-1.8pp | 75.62%-61.4pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $620 | $1,894-67.2% | $2,723-77.2% | $2,626-76.4% |
| Participant deferral / active EE | $4,052 | $3,671+10.4% | $4,264-5.0% | $4,350-6.9% |
| Admin fee / account holder | $6,499 | $1,974+229.2% | $5,646+15.1% | $1,946+234.0% |