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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 | $56,287 | $102,429-45.0% | $147,096-61.7% | $80,925-30.4% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 16.32% | 135.02%-118.7pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $4,291 | $3,716+15.5% | $4,936-13.1% | $2,756+55.7% |
| Participant deferral / active EE | $7,352 | $6,649+10.6% | $8,071-8.9% | $4,299+71.0% |
| Admin fee / account holder | $6,147 | $7,957-22.7% | $13,005-52.7% | $6,940-11.4% |