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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 | $61,724 | $102,422-39.7% | $147,117-58.0% | $80,959-23.8% |
| Participation rate | 98.6% | 75.9%+22.8pp | 82.2%+16.4pp | 67.7%+31.0pp |
| Annual return | 33.41% | 135.16%-101.7pp | 420.54%-387.1pp | 35.67%-2.3pp |
| Employer contribution / active EE | $3,854 | $3,717+3.7% | $4,932-21.9% | $2,757+39.8% |
| Participant deferral / active EE | $11,915 | $6,652+79.1% | $8,065+47.7% | $4,300+177.1% |
| Admin fee / account holder | $5,297 | $7,953-33.4% | $12,993-59.2% | $6,925-23.5% |