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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 | $66,048 | $102,393-35.5% | $147,041-55.1% | $80,911-18.4% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 13.22% | 134.95%-121.7pp | 419.21%-406.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $3,343 | $3,715-10.0% | $4,935-32.3% | $2,756+21.3% |
| Participant deferral / active EE | $12,855 | $6,647+93.4% | $8,071+59.3% | $4,297+199.2% |
| Admin fee / account holder | $2,356 | $7,943-70.3% | $13,006-81.9% | $6,935-66.0% |