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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 | $68,767 | $127,298-46.0% | $109,916-37.4% | $167,553-59.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.2%+21.4pp | 82.1%+13.5pp |
| Annual return | 12.03% | 22.97%-10.9pp | 29.46%-17.4pp | 478.89%-466.9pp |
| Employer contribution / active EE | $2,356 | $3,325-29.1% | $2,844-17.2% | $4,840-51.3% |
| Participant deferral / active EE | $4,767 | $4,513+5.6% | $4,047+17.8% | $6,343-24.8% |
| Admin fee / account holder | $1,629 | $7,119-77.1% | $6,069-73.2% | $12,316-86.8% |