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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 | $56,931 | $95,383-40.3% | $185,837-69.4% | $85,856-33.7% |
| Participation rate | 87.9% | 68.8%+19.2pp | 81.7%+6.2pp | 69.3%+18.6pp |
| Annual return | 15.17% | 23.59%-8.4pp | 122.08%-106.9pp | 318.58%-303.4pp |
| Employer contribution / active EE | $4,984 | $3,313+50.4% | $5,168-3.6% | $2,565+94.3% |
| Participant deferral / active EE | $10,257 | $3,423+199.6% | $5,568+84.2% | $3,952+159.5% |
| Admin fee / account holder | $14,254 | $7,213+97.6% | $16,241-12.2% | $6,261+127.7% |