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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 | $57,997 | $111,785-48.1% | $93,669-38.1% | $145,877-60.2% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 8.13% | 203.79%-195.7pp | 133.59%-125.5pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,613 | $3,096-47.9% | $2,424-33.4% | $4,663-65.4% |
| Participant deferral / active EE | $5,317 | $4,919+8.1% | $4,416+20.4% | $6,691-20.5% |
| Admin fee / account holder | $1,914 | $10,256-81.3% | $8,291-76.9% | $13,402-85.7% |