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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 | $55,134 | $102,422-46.2% | $147,117-62.5% | $80,959-31.9% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 18.23% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $2,708 | $3,717-27.1% | $4,932-45.1% | $2,757-1.8% |
| Participant deferral / active EE | $9,818 | $6,652+47.6% | $8,065+21.7% | $4,300+128.3% |
| Admin fee / account holder | $726 | $7,953-90.9% | $12,993-94.4% | $6,925-89.5% |