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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 | $45,763 | $51,184-10.6% | $66,439-31.1% | $86,983-47.4% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.5%+22.4pp | 69.5%+27.4pp |
| Annual return | 13.02% | 17.07%-4.1pp | 757.66%-744.6pp | 25.83%-12.8pp |
| Employer contribution / active EE | $8,884 | $2,023+339.2% | $2,637+236.9% | $2,584+243.7% |
| Participant deferral / active EE | $1,007 | $2,927-65.6% | $3,876-74.0% | $4,194-76.0% |
| Admin fee / account holder | $1,106 | $4,154-73.4% | $6,173-82.1% | $7,856-85.9% |