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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 | $102,385-39.8% | $147,080-58.1% | $80,935-23.8% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 13.10% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,185 | $3,717-14.3% | $4,933-35.4% | $2,757+15.5% |
| Participant deferral / active EE | $7,627 | $6,651+14.7% | $8,066-5.4% | $4,299+77.4% |
| Admin fee / account holder | $11,984 | $7,951+50.7% | $12,989-7.7% | $6,924+73.1% |