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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 | $112,942 | $57,330+97.0% | $86,656+30.3% | $75,177+50.2% |
| Participation rate | 98.9% | 63.2%+35.7pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 15.52% | 2675.40%-2659.9pp | 593.09%-577.6pp | 160.75%-145.2pp |
| Employer contribution / active EE | $727 | $2,316-68.6% | $3,025-76.0% | $2,671-72.8% |
| Participant deferral / active EE | $6,057 | $3,320+82.4% | $4,439+36.4% | $4,126+46.8% |
| Admin fee / account holder | $1,499 | $4,115-63.6% | $5,619-73.3% | $5,651-73.5% |