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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 | $59,501 | $102,393-41.9% | $147,041-59.5% | $80,911-26.5% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 12.18% | 134.95%-122.8pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $3,843 | $3,715+3.4% | $4,935-22.1% | $2,756+39.5% |
| Participant deferral / active EE | $8,220 | $6,647+23.7% | $8,071+1.8% | $4,297+91.3% |
| Admin fee / account holder | $12,912 | $7,943+62.5% | $13,006-0.7% | $6,935+86.2% |