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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 | $73,459-25.1% | $178,528-69.2% | $74,429-26.1% |
| Participation rate | 98.1% | 66.5%+31.6pp | 77.1%+21.0pp | 67.2%+30.9pp |
| Annual return | 15.41% | 17.50%-2.1pp | 27.11%-11.7pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $3,612 | $2,219+62.8% | $3,950-8.6% | $2,625+37.6% |
| Participant deferral / active EE | $7,806 | $4,515+72.9% | $6,278+24.3% | $4,348+79.5% |
| Admin fee / account holder | $8,564 | $1,812+372.6% | $10,419-17.8% | $1,944+340.5% |