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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 | $38,370 | $102,385-62.5% | $147,080-73.9% | $80,935-52.6% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 20.21% | 135.09%-114.9pp | 420.17%-400.0pp | 35.66%-15.5pp |
| Employer contribution / active EE | $4,893 | $3,717+31.7% | $4,933-0.8% | $2,757+77.5% |
| Participant deferral / active EE | $5,741 | $6,651-13.7% | $8,066-28.8% | $4,299+33.5% |
| Admin fee / account holder | $459 | $7,951-94.2% | $12,989-96.5% | $6,924-93.4% |