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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 | $60,059 | $102,422-41.4% | $147,117-59.2% | $80,959-25.8% |
| Participation rate | 88.0% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 17.03% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $4,091 | $3,717+10.0% | $4,932-17.1% | $2,757+48.4% |
| Participant deferral / active EE | $10,861 | $6,652+63.3% | $8,065+34.7% | $4,300+152.6% |
| Admin fee / account holder | $9,764 | $7,953+22.8% | $12,993-24.9% | $6,925+41.0% |