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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 | $61,250 | $55,930+9.5% | $76,089-19.5% | $80,925-24.3% |
| Participation rate | 98.4% | 62.1%+36.4pp | 69.1%+29.4pp | 67.7%+30.8pp |
| Annual return | 13.01% | 20.58%-7.6pp | 360.94%-347.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,594 | $1,866-14.6% | $2,690-40.7% | $2,756-42.2% |
| Participant deferral / active EE | $7,333 | $3,051+140.4% | $4,259+72.2% | $4,299+70.6% |
| Admin fee / account holder | $5,913 | $5,241+12.8% | $6,418-7.9% | $6,940-14.8% |