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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 | $69,005 | $102,385-32.6% | $147,080-53.1% | $80,935-14.7% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.7%+14.8pp |
| Annual return | 12.53% | 135.09%-122.6pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $7,049 | $3,717+89.7% | $4,933+42.9% | $2,757+155.7% |
| Participant deferral / active EE | $4,608 | $6,651-30.7% | $8,066-42.9% | $4,299+7.2% |
| Admin fee / account holder | $1,702 | $7,951-78.6% | $12,989-86.9% | $6,924-75.4% |