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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 | $102,429-43.6% | $147,096-60.8% | $80,925-28.7% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.8pp | 67.7%+31.3pp |
| Annual return | 19.23% | 135.02%-115.8pp | 419.75%-400.5pp | 35.65%-16.4pp |
| Employer contribution / active EE | $5,644 | $3,716+51.9% | $4,936+14.4% | $2,756+104.8% |
| Participant deferral / active EE | $9,886 | $6,649+48.7% | $8,071+22.5% | $4,299+130.0% |
| Admin fee / account holder | $4,232 | $7,957-46.8% | $13,005-67.5% | $6,940-39.0% |