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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 | $75,012 | $34,316+118.6% | $74,723+0.4% | $72,976+2.8% |
| Participation rate | 71.4% | 42.4%+29.0pp | 54.5%+17.0pp | 69.5%+1.9pp |
| Annual return | 21.18% | 26.58%-5.4pp | 753.18%-732.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,258 | $692+81.9% | $1,084+16.0% | $2,440-48.4% |
| Participant deferral / active EE | $3,966 | $1,272+211.8% | $1,962+102.2% | $3,608+9.9% |
| Admin fee / account holder | $4,412 | $2,125+107.7% | $3,335+32.3% | $5,124-13.9% |