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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 | $60,234 | $102,422-41.2% | $147,117-59.1% | $80,959-25.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 16.91% | 135.16%-118.2pp | 420.54%-403.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,514 | $3,717-32.4% | $4,932-49.0% | $2,757-8.8% |
| Participant deferral / active EE | $5,935 | $6,652-10.8% | $8,065-26.4% | $4,300+38.0% |
| Admin fee / account holder | $4,329 | $7,953-45.6% | $12,993-66.7% | $6,925-37.5% |