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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 | $69,803 | $102,422-31.8% | $147,117-52.6% | $80,959-13.8% |
| Participation rate | 86.4% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 19.35% | 135.16%-115.8pp | 420.54%-401.2pp | 35.67%-16.3pp |
| Employer contribution / active EE | $4,334 | $3,717+16.6% | $4,932-12.1% | $2,757+57.2% |
| Participant deferral / active EE | $8,241 | $6,652+23.9% | $8,065+2.2% | $4,300+91.6% |
| Admin fee / account holder | $2,025 | $7,953-74.5% | $12,993-84.4% | $6,925-70.8% |