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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 | $69,334 | $102,385-32.3% | $147,080-52.9% | $80,935-14.3% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 15.48% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $8,806 | $3,717+136.9% | $4,933+78.5% | $2,757+219.4% |
| Participant deferral / active EE | $9,316 | $6,651+40.1% | $8,066+15.5% | $4,299+116.7% |
| Admin fee / account holder | $729 | $7,951-90.8% | $12,989-94.4% | $6,924-89.5% |