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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 | $55,674 | $102,382-45.6% | $147,005-62.1% | $80,874-31.2% |
| Participation rate | 88.9% | 75.8%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 21.64% | 134.89%-113.3pp | 418.76%-397.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $3,369 | $3,715-9.3% | $4,934-31.7% | $2,756+22.3% |
| Participant deferral / active EE | $8,304 | $6,646+24.9% | $8,070+2.9% | $4,297+93.3% |
| Admin fee / account holder | $5,515 | $7,942-30.6% | $13,006-57.6% | $6,935-20.5% |