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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 | $50,130 | $52,353-4.2% | $120,225-58.3% | $82,448-39.2% |
| Participation rate | 90.6% | 58.3%+32.3pp | 69.6%+21.0pp | 68.1%+22.6pp |
| Annual return | 16.73% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $4,406 | $1,510+191.8% | $3,475+26.8% | $2,551+72.7% |
| Participant deferral / active EE | $9,881 | $2,627+276.2% | $3,999+147.1% | $4,139+138.7% |
| Admin fee / account holder | $804 | $4,363-81.6% | $5,696-85.9% | $7,234-88.9% |