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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 | $79,084 | $102,382-22.8% | $147,005-46.2% | $80,874-2.2% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 16.36% | 134.89%-118.5pp | 418.76%-402.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $4,849 | $3,715+30.5% | $4,934-1.7% | $2,756+76.0% |
| Participant deferral / active EE | $12,139 | $6,646+82.6% | $8,070+50.4% | $4,297+182.5% |
| Admin fee / account holder | $3,005 | $7,942-62.2% | $13,006-76.9% | $6,935-56.7% |