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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 | $69,005 | $118,877-42.0% | $96,570-28.5% | $167,536-58.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 17.33% | 50.50%-33.2pp | 37.79%-20.5pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,942 | $3,121-37.8% | $2,357-17.6% | $4,839-59.9% |
| Participant deferral / active EE | $8,414 | $4,617+82.2% | $3,849+118.6% | $6,342+32.7% |
| Admin fee / account holder | $309 | $8,069-96.2% | $6,182-95.0% | $12,315-97.5% |