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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 | $55,230 | $58,241-5.2% | $81,780-32.5% | $80,911-31.7% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.4%+22.9pp | 67.6%+27.6pp |
| Annual return | 13.77% | 41.73%-28.0pp | 776.27%-762.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $3,578 | $2,343+52.7% | $2,914+22.8% | $2,756+29.8% |
| Participant deferral / active EE | $6,624 | $3,283+101.8% | $4,321+53.3% | $4,297+54.1% |
| Admin fee / account holder | $5,822 | $4,973+17.1% | $7,384-21.1% | $6,935-16.0% |