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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 | $58,742 | $105,200-44.2% | $159,474-63.2% | $85,847-31.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 21.73% | 45.08%-23.3pp | 263.68%-241.9pp | 318.61%-296.9pp |
| Employer contribution / active EE | $4,479 | $3,319+35.0% | $4,831-7.3% | $2,565+74.6% |
| Participant deferral / active EE | $8,688 | $5,946+46.1% | $7,353+18.2% | $3,952+119.8% |
| Admin fee / account holder | $3,520 | $6,934-49.2% | $10,802-67.4% | $6,261-43.8% |