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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 | $62,856 | $98,776-36.4% | $149,745-58.0% | $79,856-21.3% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 20.28% | 27.38%-7.1pp | 276.72%-256.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,528 | $3,217+40.8% | $4,646-2.5% | $2,471+83.2% |
| Participant deferral / active EE | $3,093 | $5,681-45.6% | $6,843-54.8% | $3,741-17.3% |
| Admin fee / account holder | $741 | $6,053-87.8% | $9,312-92.0% | $5,306-86.0% |