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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 | $102,422-35.8% | $147,117-55.3% | $80,959-18.7% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 12.30% | 135.16%-122.9pp | 420.54%-408.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $4,679 | $3,717+25.9% | $4,932-5.1% | $2,757+69.7% |
| Participant deferral / active EE | $8,678 | $6,652+30.4% | $8,065+7.6% | $4,300+101.8% |
| Admin fee / account holder | $13,274 | $7,953+66.9% | $12,993+2.2% | $6,925+91.7% |