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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 | $44,511 | $102,422-56.5% | $147,117-69.7% | $80,959-45.0% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 13.47% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $4,388 | $3,717+18.0% | $4,932-11.0% | $2,757+59.1% |
| Participant deferral / active EE | $9,946 | $6,652+49.5% | $8,065+23.3% | $4,300+131.3% |
| Admin fee / account holder | $4,317 | $7,953-45.7% | $12,993-66.8% | $6,925-37.7% |