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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 | $75,519 | $102,422-26.3% | $147,117-48.7% | $80,959-6.7% |
| Participation rate | 88.7% | 75.9%+12.9pp | 82.2%+6.5pp | 67.7%+21.1pp |
| Annual return | 17.59% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $4,167 | $3,717+12.1% | $4,932-15.5% | $2,757+51.1% |
| Participant deferral / active EE | $6,986 | $6,652+5.0% | $8,065-13.4% | $4,300+62.4% |
| Admin fee / account holder | $457 | $7,953-94.3% | $12,993-96.5% | $6,925-93.4% |