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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 | $78,344 | $102,382-23.5% | $147,005-46.7% | $80,874-3.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.7pp | 67.6%+23.3pp |
| Annual return | 14.80% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $5,211 | $3,715+40.3% | $4,934+5.6% | $2,756+89.1% |
| Participant deferral / active EE | $8,499 | $6,646+27.9% | $8,070+5.3% | $4,297+97.8% |
| Admin fee / account holder | $9,445 | $7,942+18.9% | $13,006-27.4% | $6,935+36.2% |