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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 | $54,487 | $52,353+4.1% | $120,225-54.7% | $82,448-33.9% |
| Participation rate | 96.7% | 58.3%+38.4pp | 69.6%+27.1pp | 68.1%+28.6pp |
| Annual return | 16.00% | 61.85%-45.9pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,008 | $1,510-33.2% | $3,475-71.0% | $2,551-60.5% |
| Participant deferral / active EE | $4,626 | $2,627+76.1% | $3,999+15.7% | $4,139+11.8% |
| Admin fee / account holder | $4,477 | $4,363+2.6% | $5,696-21.4% | $7,234-38.1% |