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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 | $65,805 | $102,382-35.7% | $147,005-55.2% | $80,874-18.6% |
| Participation rate | 98.5% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 12.30% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $4,679 | $3,715+26.0% | $4,934-5.2% | $2,756+69.8% |
| Participant deferral / active EE | $8,678 | $6,646+30.6% | $8,070+7.5% | $4,297+101.9% |
| Admin fee / account holder | $13,274 | $7,942+67.1% | $13,006+2.1% | $6,935+91.4% |