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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 | $61,644 | $102,382-39.8% | $147,005-58.1% | $80,874-23.8% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 13.10% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,185 | $3,715-14.3% | $4,934-35.4% | $2,756+15.6% |
| Participant deferral / active EE | $7,627 | $6,646+14.8% | $8,070-5.5% | $4,297+77.5% |
| Admin fee / account holder | $11,984 | $7,942+50.9% | $13,006-7.9% | $6,935+72.8% |