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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 | $54,112 | $160,040-66.2% | $147,096-63.2% | $145,877-62.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.21% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,199 | $5,289-58.4% | $4,936-55.4% | $4,663-52.8% |
| Participant deferral / active EE | $10,829 | $8,429+28.5% | $8,071+34.2% | $6,691+61.9% |
| Admin fee / account holder | $3,629 | $15,050-75.9% | $13,005-72.1% | $13,402-72.9% |