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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 | $61,481 | $77,157-20.3% | $108,405-43.3% | $85,847-28.4% |
| Participation rate | 97.4% | 74.7%+22.7pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 13.70% | 44.55%-30.9pp | 905.55%-891.8pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,300 | $2,379-45.4% | $3,559-63.5% | $2,565-49.3% |
| Participant deferral / active EE | $6,170 | $5,567+10.8% | $6,563-6.0% | $3,952+56.1% |
| Admin fee / account holder | $1,765 | $5,174-65.9% | $7,297-75.8% | $6,261-71.8% |