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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 | $41,966 | $102,422-59.0% | $147,117-71.5% | $80,959-48.2% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 15.26% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,804 | $3,717+29.2% | $4,932-2.6% | $2,757+74.3% |
| Participant deferral / active EE | $5,272 | $6,652-20.7% | $8,065-34.6% | $4,300+22.6% |
| Admin fee / account holder | $3,488 | $7,953-56.1% | $12,993-73.2% | $6,925-49.6% |