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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 | $69,911 | $152,612-54.2% | $125,192-44.2% | $152,897-54.3% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 14.07% | 54.85%-40.8pp | 43.79%-29.7pp | 345.43%-331.4pp |
| Employer contribution / active EE | $1,151 | $4,947-76.7% | $3,866-70.2% | $4,764-75.8% |
| Participant deferral / active EE | $3,980 | $5,868-32.2% | $4,937-19.4% | $5,851-32.0% |
| Admin fee / account holder | $467 | $13,437-96.5% | $9,704-95.2% | $11,599-96.0% |