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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 | $66,097 | $56,431+17.1% | $130,788-49.5% | $87,485-24.4% |
| Participation rate | 97.2% | 58.9%+38.3pp | 70.1%+27.1pp | 68.9%+28.3pp |
| Annual return | 13.09% | 91.27%-78.2pp | 386.44%-373.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,457 | $1,549-6.0% | $3,558-59.1% | $2,596-43.9% |
| Participant deferral / active EE | $7,625 | $2,749+177.3% | $4,137+84.3% | $4,274+78.4% |
| Admin fee / account holder | $9,425 | $4,433+112.6% | $6,673+41.2% | $7,775+21.2% |