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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 | $51,998 | $102,429-49.2% | $147,096-64.7% | $80,925-35.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 15.91% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,288 | $3,716+15.4% | $4,936-13.1% | $2,756+55.6% |
| Participant deferral / active EE | $3,438 | $6,649-48.3% | $8,071-57.4% | $4,299-20.0% |
| Admin fee / account holder | $2,090 | $7,957-73.7% | $13,005-83.9% | $6,940-69.9% |