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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 | $26,378 | $75,832-65.2% | $147,617-82.1% | $59,633-55.8% |
| Participation rate | 80.6% | 71.6%+9.0pp | 84.6%-4.1pp | 68.7%+11.9pp |
| Annual return | 6.72% | 0.37%+6.3pp | 61.98%-55.3pp | 2041.45%-2034.7pp |
| Employer contribution / active EE | $5,624 | $3,485+61.4% | $5,564+1.1% | $2,203+155.3% |
| Participant deferral / active EE | $4,559 | $3,131+45.6% | $4,895-6.9% | $3,192+42.8% |
| Admin fee / account holder | $3,617 | $5,986-39.6% | $11,612-68.9% | $4,297-15.8% |