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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 | $58,275-5.2% | $81,844-32.5% | $80,935-31.8% |
| Participation rate | 95.2% | 63.5%+31.8pp | 72.4%+22.9pp | 67.7%+27.6pp |
| Annual return | 13.77% | 41.82%-28.0pp | 778.87%-765.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,578 | $2,346+52.5% | $2,916+22.7% | $2,757+29.8% |
| Participant deferral / active EE | $6,624 | $3,285+101.6% | $4,323+53.2% | $4,299+54.1% |
| Admin fee / account holder | $5,822 | $4,749+22.6% | $7,355-20.8% | $6,924-15.9% |