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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 | $70,287 | $98,766-28.8% | $149,730-53.1% | $79,852-12.0% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 20.87% | 27.43%-6.6pp | 276.70%-255.8pp | 31.72%-10.8pp |
| Employer contribution / active EE | $1,398 | $3,217-56.5% | $4,645-69.9% | $2,471-43.4% |
| Participant deferral / active EE | $13,601 | $5,681+139.4% | $6,843+98.8% | $3,740+263.6% |
| Admin fee / account holder | $1,310 | $6,052-78.3% | $9,310-85.9% | $5,306-75.3% |