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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 | $94,745 | $125,184-24.3% | $105,607-10.3% | $145,884-35.1% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.1pp |
| Annual return | 16.75% | 225.00%-208.3pp | 116.11%-99.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,306 | $3,720-64.9% | $3,167-58.8% | $4,662-72.0% |
| Participant deferral / active EE | $2,230 | $5,714-61.0% | $5,011-55.5% | $6,690-66.7% |
| Admin fee / account holder | $33,713 | $17,133+96.8% | $10,958+207.7% | $13,392+151.7% |