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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 | $63,675 | $104,479-39.1% | $159,474-60.1% | $79,391-19.8% |
| Participation rate | 94.0% | 76.6%+17.3pp | 82.8%+11.1pp | 70.7%+23.3pp |
| Annual return | 20.08% | 67.98%-47.9pp | 263.68%-243.6pp | 116.88%-96.8pp |
| Employer contribution / active EE | $4,739 | $3,417+38.7% | $4,831-1.9% | $2,428+95.2% |
| Participant deferral / active EE | $8,385 | $6,468+29.6% | $7,353+14.0% | $4,046+107.2% |
| Admin fee / account holder | $1,426 | $711+100.4% | $10,802-86.8% | $627+127.6% |