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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 | $56,948 | $101,063-43.7% | $81,473-30.1% | $147,586-61.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 13.46% | 32.41%-18.9pp | 38.78%-25.3pp | 578.59%-565.1pp |
| Employer contribution / active EE | $6,640 | $3,206+107.1% | $2,568+158.6% | $4,876+36.2% |
| Participant deferral / active EE | $4,744 | $4,242+11.8% | $3,537+34.1% | $5,439-12.8% |
| Admin fee / account holder | $4,971 | $5,812-14.5% | $4,561+9.0% | $10,886-54.3% |