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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 | $68,109 | $49,976+36.3% | $66,674+2.2% | $82,637-17.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 13.88% | 39.09%-25.2pp | 321.24%-307.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,133 | $1,988-43.0% | $2,620-56.7% | $2,552-55.6% |
| Participant deferral / active EE | $1,481 | $2,847-48.0% | $4,084-63.7% | $4,126-64.1% |
| Admin fee / account holder | $5,925 | $4,594+29.0% | $5,098+16.2% | $7,339-19.3% |