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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 | $50,657 | $63,346-20.0% | $92,240-45.1% | $70,126-27.8% |
| Participation rate | 96.9% | 68.7%+28.2pp | 76.5%+20.4pp | 69.5%+27.3pp |
| Annual return | 16.32% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,904 | $2,471-22.9% | $3,680-48.2% | $2,343-18.7% |
| Participant deferral / active EE | $4,099 | $2,854+43.6% | $3,897+5.2% | $3,332+23.0% |
| Admin fee / account holder | $708 | $3,841-81.6% | $5,194-86.4% | $4,645-84.8% |