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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 | $56,358 | $102,385-45.0% | $147,080-61.7% | $80,935-30.4% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 18.60% | 135.09%-116.5pp | 420.17%-401.6pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,024 | $3,717-72.5% | $4,933-79.2% | $2,757-62.9% |
| Participant deferral / active EE | $10,105 | $6,651+51.9% | $8,066+25.3% | $4,299+135.0% |
| Admin fee / account holder | $2,924 | $7,951-63.2% | $12,989-77.5% | $6,924-57.8% |