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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 | $60,021 | $81,664-26.5% | $70,476-14.8% | $158,966-62.2% |
| Participation rate | 95.7% | 77.7%+17.9pp | 75.1%+20.6pp | 82.0%+13.7pp |
| Annual return | 12.14% | 208.59%-196.5pp | 109.12%-97.0pp | 302.95%-290.8pp |
| Employer contribution / active EE | $2,656 | $3,219-17.5% | $2,738-3.0% | $4,762-44.2% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,937 | $6,197-20.3% | $3,847+28.3% | $11,250-56.1% |