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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 | $63,041 | $102,393-38.4% | $147,041-57.1% | $80,911-22.1% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 15.59% | 134.95%-119.4pp | 419.21%-403.6pp | 35.63%-20.0pp |
| Employer contribution / active EE | $4,224 | $3,715+13.7% | $4,935-14.4% | $2,756+53.3% |
| Participant deferral / active EE | $9,008 | $6,647+35.5% | $8,071+11.6% | $4,297+109.6% |
| Admin fee / account holder | $2,260 | $7,943-71.5% | $13,006-82.6% | $6,935-67.4% |