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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 | $56,542 | $65,440-13.6% | $98,506-42.6% | $85,851-34.1% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.3%+7.6pp |
| Annual return | 14.41% | 21.75%-7.3pp | 1494.92%-1480.5pp | 318.63%-304.2pp |
| Employer contribution / active EE | $603 | $2,169-72.2% | $2,961-79.6% | $2,565-76.5% |
| Participant deferral / active EE | $4,571 | $3,168+44.3% | $4,277+6.9% | $3,952+15.6% |
| Admin fee / account holder | $1,430 | $4,596-68.9% | $5,955-76.0% | $6,261-77.2% |