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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 | $70,953 | $84,713-16.2% | $75,717-6.3% | $167,518-57.6% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.8%+15.6pp | 82.1%+8.4pp |
| Annual return | 13.86% | 199.49%-185.6pp | 104.58%-90.7pp | 478.71%-464.9pp |
| Employer contribution / active EE | $4,484 | $3,229+38.8% | $2,743+63.5% | $4,838-7.3% |
| Participant deferral / active EE | $6,358 | $4,578+38.9% | $3,821+66.4% | $6,342+0.3% |
| Admin fee / account holder | $1,026 | $5,357-80.8% | $3,619-71.7% | $12,312-91.7% |