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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 | $30,956 | $102,385-69.8% | $147,080-79.0% | $80,935-61.8% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 17.01% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.6pp |
| Employer contribution / active EE | $4,905 | $3,717+32.0% | $4,933-0.6% | $2,757+77.9% |
| Participant deferral / active EE | $8,166 | $6,651+22.8% | $8,066+1.2% | $4,299+89.9% |
| Admin fee / account holder | $971 | $7,951-87.8% | $12,989-92.5% | $6,924-86.0% |