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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 | $62,600 | $104,479-40.1% | $159,474-60.7% | $79,391-21.2% |
| Participation rate | 96.9% | 76.6%+20.2pp | 82.8%+14.0pp | 70.7%+26.1pp |
| Annual return | 15.22% | 67.98%-52.8pp | 263.68%-248.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $2,787 | $3,417-18.4% | $4,831-42.3% | $2,428+14.8% |
| Participant deferral / active EE | $10,326 | $6,468+59.7% | $7,353+40.4% | $4,046+155.2% |
| Admin fee / account holder | $4,169 | $711+486.1% | $10,802-61.4% | $627+565.5% |