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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 | $51,974 | $75,962-31.6% | $154,108-66.3% | $64,173-19.0% |
| Participation rate | 92.1% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.5pp |
| Annual return | 4.60% | 30.32%-25.7pp | 735.21%-730.6pp | 7.63%-3.0pp |
| Employer contribution / active EE | $6,605 | $3,350+97.2% | $5,298+24.7% | $2,381+177.4% |
| Participant deferral / active EE | $5,367 | $3,175+69.1% | $5,081+5.6% | $3,470+54.7% |
| Admin fee / account holder | $1,071 | $5,589-80.8% | $13,411-92.0% | $4,887-78.1% |