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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 | $57,483 | $105,198-45.4% | $159,455-64.0% | $85,856-33.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 13.66% | 45.08%-31.4pp | 263.63%-250.0pp | 318.58%-304.9pp |
| Employer contribution / active EE | $5,703 | $3,319+71.8% | $4,830+18.1% | $2,565+122.3% |
| Participant deferral / active EE | $5,584 | $5,946-6.1% | $7,353-24.1% | $3,952+41.3% |
| Admin fee / account holder | $2,950 | $6,934-57.5% | $10,800-72.7% | $6,261-52.9% |