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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 | $59,187 | $107,368-44.9% | $92,915-36.3% | $152,909-61.3% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.5%+13.2pp |
| Annual return | 21.07% | 145.64%-124.6pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,549 | $4,222-63.3% | $3,653-57.6% | $4,764-67.5% |
| Participant deferral / active EE | $3,493 | $4,848-27.9% | $4,238-17.6% | $5,851-40.3% |
| Admin fee / account holder | $396 | $7,082-94.4% | $5,796-93.2% | $11,601-96.6% |