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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 | $53,244 | $102,429-48.0% | $147,096-63.8% | $80,925-34.2% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 14.29% | 135.02%-120.7pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,766 | $3,716-25.6% | $4,936-44.0% | $2,756+0.3% |
| Participant deferral / active EE | $5,520 | $6,649-17.0% | $8,071-31.6% | $4,299+28.4% |
| Admin fee / account holder | $6,526 | $7,957-18.0% | $13,005-49.8% | $6,940-6.0% |