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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 | $50,381 | $63,346-20.5% | $92,240-45.4% | $70,126-28.2% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.2pp |
| Annual return | 17.23% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,343 | $2,471-5.2% | $3,680-36.3% | $2,3430% |
| Participant deferral / active EE | $6,537 | $2,854+129.1% | $3,897+67.7% | $3,332+96.2% |
| Admin fee / account holder | $4,458 | $3,841+16.1% | $5,194-14.2% | $4,645-4.0% |