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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 | $59,112 | $102,429-42.3% | $147,096-59.8% | $80,925-27.0% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.7pp | 67.7%+15.3pp |
| Annual return | 23.44% | 135.02%-111.6pp | 419.75%-396.3pp | 35.65%-12.2pp |
| Employer contribution / active EE | $2,470 | $3,716-33.5% | $4,936-50.0% | $2,756-10.4% |
| Participant deferral / active EE | $6,121 | $6,649-7.9% | $8,071-24.2% | $4,299+42.4% |
| Admin fee / account holder | $824 | $7,957-89.6% | $13,005-93.7% | $6,940-88.1% |