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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 | $60,849 | $100,203-39.3% | $85,240-28.6% | $145,897-58.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.88% | 84.28%-71.4pp | 66.75%-53.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,706 | $3,242+45.2% | $2,735+72.1% | $4,663+0.9% |
| Participant deferral / active EE | $8,336 | $5,299+57.3% | $4,527+84.1% | $6,689+24.6% |
| Admin fee / account holder | $6,955 | $7,265-4.3% | $6,165+12.8% | $13,390-48.1% |