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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 | $63,295 | $102,422-38.2% | $147,117-57.0% | $80,959-21.8% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 14.89% | 135.16%-120.3pp | 420.54%-405.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,512 | $3,717-5.5% | $4,932-28.8% | $2,757+27.4% |
| Participant deferral / active EE | $6,746 | $6,652+1.4% | $8,065-16.4% | $4,300+56.9% |
| Admin fee / account holder | $2,442 | $7,953-69.3% | $12,993-81.2% | $6,925-64.7% |