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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 | $102,429-31.7% | $147,096-52.4% | $80,925-13.5% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 16.55% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $4,669 | $3,716+25.7% | $4,936-5.4% | $2,756+69.4% |
| Participant deferral / active EE | $4,583 | $6,649-31.1% | $8,071-43.2% | $4,299+6.6% |
| Admin fee / account holder | $462 | $7,957-94.2% | $13,005-96.4% | $6,940-93.3% |