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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 | $71,595 | $102,422-30.1% | $147,117-51.3% | $80,959-11.6% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 12.43% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,578 | $3,717+23.1% | $4,932-7.2% | $2,757+66.0% |
| Participant deferral / active EE | $8,425 | $6,652+26.6% | $8,065+4.5% | $4,300+95.9% |
| Admin fee / account holder | $1,080 | $7,953-86.4% | $12,993-91.7% | $6,925-84.4% |