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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 | $42,650 | $102,382-58.3% | $147,005-71.0% | $80,874-47.3% |
| Participation rate | 78.4% | 75.8%+2.5pp | 82.2%-3.8pp | 67.6%+10.7pp |
| Annual return | 17.14% | 134.89%-117.8pp | 418.76%-401.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $4,097 | $3,715+10.3% | $4,934-17.0% | $2,756+48.7% |
| Participant deferral / active EE | $6,362 | $6,646-4.3% | $8,070-21.2% | $4,297+48.0% |
| Admin fee / account holder | $6,880 | $7,942-13.4% | $13,006-47.1% | $6,935-0.8% |