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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 | $69,834 | $77,157-9.5% | $108,405-35.6% | $85,847-18.7% |
| Participation rate | 94.3% | 74.7%+19.6pp | 80.1%+14.1pp | 69.3%+25.0pp |
| Annual return | 14.43% | 44.55%-30.1pp | 905.55%-891.1pp | 318.61%-304.2pp |
| Employer contribution / active EE | $857 | $2,379-64.0% | $3,559-75.9% | $2,565-66.6% |
| Participant deferral / active EE | $4,996 | $5,567-10.2% | $6,563-23.9% | $3,952+26.4% |
| Admin fee / account holder | $967 | $5,174-81.3% | $7,297-86.7% | $6,261-84.6% |