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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 | $57,722 | $102,422-43.6% | $147,117-60.8% | $80,959-28.7% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.8pp | 67.7%+31.3pp |
| Annual return | 19.23% | 135.16%-115.9pp | 420.54%-401.3pp | 35.67%-16.4pp |
| Employer contribution / active EE | $5,644 | $3,717+51.8% | $4,932+14.4% | $2,757+104.7% |
| Participant deferral / active EE | $9,886 | $6,652+48.6% | $8,065+22.6% | $4,300+129.9% |
| Admin fee / account holder | $4,232 | $7,953-46.8% | $12,993-67.4% | $6,925-38.9% |