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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 | $27,754 | $51,638-46.3% | $68,368-59.4% | $82,448-66.3% |
| Participation rate | 97.0% | 63.6%+33.4pp | 73.8%+23.2pp | 68.1%+28.9pp |
| Annual return | 19.07% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $5,295 | $2,047+158.7% | $2,649+99.9% | $2,551+107.6% |
| Participant deferral / active EE | $8,610 | $2,914+195.5% | $4,123+108.9% | $4,139+108.0% |
| Admin fee / account holder | $6,317 | $4,643+36.0% | $5,150+22.7% | $7,234-12.7% |