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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 | $61,164 | $102,429-40.3% | $147,096-58.4% | $80,925-24.4% |
| Participation rate | 97.0% | 75.9%+21.2pp | 82.2%+14.8pp | 67.7%+29.4pp |
| Annual return | 11.99% | 135.02%-123.0pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $4,459 | $3,716+20.0% | $4,936-9.7% | $2,756+61.8% |
| Participant deferral / active EE | $6,176 | $6,649-7.1% | $8,071-23.5% | $4,299+43.7% |
| Admin fee / account holder | $14,185 | $7,957+78.3% | $13,005+9.1% | $6,940+104.4% |