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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 | $58,571 | $98,766-40.7% | $149,730-60.9% | $79,852-26.6% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 14.01% | 27.43%-13.4pp | 276.70%-262.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $4,204 | $3,217+30.7% | $4,645-9.5% | $2,471+70.1% |
| Participant deferral / active EE | $8,844 | $5,681+55.7% | $6,843+29.3% | $3,740+136.5% |
| Admin fee / account holder | $26,648 | $6,052+340.3% | $9,310+186.2% | $5,306+402.2% |