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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 | $82,795 | $49,897+65.9% | $80,648+2.7% | $75,177+10.1% |
| Participation rate | 97.7% | 55.3%+42.3pp | 67.0%+30.7pp | 67.2%+30.5pp |
| Annual return | 18.11% | 34.68%-16.6pp | 937.21%-919.1pp | 160.75%-142.6pp |
| Employer contribution / active EE | $705 | $1,699-58.5% | $2,724-74.1% | $2,671-73.6% |
| Participant deferral / active EE | $7,380 | $2,992+146.7% | $4,443+66.1% | $4,126+78.8% |
| Admin fee / account holder | $1,850 | $3,579-48.3% | $5,382-65.6% | $5,651-67.3% |