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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 | $69,207 | $102,422-32.4% | $147,117-53.0% | $80,959-14.5% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 19.52% | 135.16%-115.6pp | 420.54%-401.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $3,527 | $3,717-5.1% | $4,932-28.5% | $2,757+27.9% |
| Participant deferral / active EE | $7,016 | $6,652+5.5% | $8,065-13.0% | $4,300+63.2% |
| Admin fee / account holder | $1,467 | $7,953-81.6% | $12,993-88.7% | $6,925-78.8% |