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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 | $102,385-49.2% | $147,080-64.6% | $80,935-35.8% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 15.91% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $4,288 | $3,717+15.4% | $4,933-13.1% | $2,757+55.6% |
| Participant deferral / active EE | $3,438 | $6,651-48.3% | $8,066-57.4% | $4,299-20.0% |
| Admin fee / account holder | $2,090 | $7,951-73.7% | $12,989-83.9% | $6,924-69.8% |