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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 | $67,101 | $102,422-34.5% | $147,117-54.4% | $80,959-17.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 13.70% | 135.16%-121.5pp | 420.54%-406.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $14,618 | $3,717+293.2% | $4,932+196.4% | $2,757+430.2% |
| Participant deferral / active EE | $10,747 | $6,652+61.6% | $8,065+33.3% | $4,300+149.9% |
| Admin fee / account holder | $2,875 | $7,953-63.8% | $12,993-77.9% | $6,925-58.5% |