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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 | $49,286 | $102,422-51.9% | $147,117-66.5% | $80,959-39.1% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 19.01% | 135.16%-116.1pp | 420.54%-401.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $4,527 | $3,717+21.8% | $4,932-8.2% | $2,757+64.2% |
| Participant deferral / active EE | $4,635 | $6,652-30.3% | $8,065-42.5% | $4,300+7.8% |
| Admin fee / account holder | $1,593 | $7,953-80.0% | $12,993-87.7% | $6,925-77.0% |