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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 | $102,382-49.2% | $147,005-64.6% | $80,874-35.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 15.91% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $4,288 | $3,715+15.4% | $4,934-13.1% | $2,756+55.6% |
| Participant deferral / active EE | $3,438 | $6,646-48.3% | $8,070-57.4% | $4,297-20.0% |
| Admin fee / account holder | $2,090 | $7,942-73.7% | $13,006-83.9% | $6,935-69.9% |