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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 | $56,315 | $100,911-44.2% | $90,440-37.7% | $158,966-64.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 6.94% | 1726.62%-1719.7pp | 1294.38%-1287.4pp | 302.95%-296.0pp |
| Employer contribution / active EE | $2,567 | $3,690-30.4% | $3,263-21.3% | $4,762-46.1% |
| Participant deferral / active EE | $4,280 | $4,348-1.6% | $3,964+8.0% | $5,983-28.5% |
| Admin fee / account holder | $30,541 | $6,507+369.3% | $5,615+443.9% | $11,250+171.5% |