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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 | $69,969 | $102,422-31.7% | $147,117-52.4% | $80,959-13.6% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 16.55% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $4,669 | $3,717+25.6% | $4,932-5.3% | $2,757+69.3% |
| Participant deferral / active EE | $4,583 | $6,652-31.1% | $8,065-43.2% | $4,300+6.6% |
| Admin fee / account holder | $462 | $7,953-94.2% | $12,993-96.4% | $6,925-93.3% |