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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 | $63,320 | $102,422-38.2% | $147,117-57.0% | $80,959-21.8% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 12.82% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $5,735 | $3,717+54.3% | $4,932+16.3% | $2,757+108.0% |
| Participant deferral / active EE | $11,809 | $6,652+77.5% | $8,065+46.4% | $4,300+174.6% |
| Admin fee / account holder | $14,264 | $7,953+79.3% | $12,993+9.8% | $6,925+106.0% |