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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 | $102,393-56.5% | $147,041-69.7% | $80,911-45.0% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 13.47% | 134.95%-121.5pp | 419.21%-405.7pp | 35.63%-22.2pp |
| Employer contribution / active EE | $4,388 | $3,715+18.1% | $4,935-11.1% | $2,756+59.2% |
| Participant deferral / active EE | $9,946 | $6,647+49.6% | $8,071+23.2% | $4,297+131.5% |
| Admin fee / account holder | $4,317 | $7,943-45.6% | $13,006-66.8% | $6,935-37.7% |