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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 | $54,986 | $73,532-25.2% | $178,505-69.2% | $74,478-26.2% |
| Participation rate | 98.1% | 66.6%+31.5pp | 77.1%+21.0pp | 67.2%+30.9pp |
| Annual return | 15.41% | 17.49%-2.1pp | 27.16%-11.7pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $3,612 | $2,221+62.7% | $3,955-8.7% | $2,626+37.5% |
| Participant deferral / active EE | $7,806 | $4,519+72.7% | $6,280+24.3% | $4,350+79.4% |
| Admin fee / account holder | $8,564 | $1,813+372.5% | $10,428-17.9% | $1,946+340.1% |