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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 | $59,904 | $102,385-41.5% | $147,080-59.3% | $80,935-26.0% |
| Participation rate | 87.4% | 75.9%+11.5pp | 82.2%+5.2pp | 67.7%+19.7pp |
| Annual return | 17.56% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $5,542 | $3,717+49.1% | $4,933+12.3% | $2,757+101.0% |
| Participant deferral / active EE | $11,467 | $6,651+72.4% | $8,066+42.2% | $4,299+166.7% |
| Admin fee / account holder | $4,406 | $7,951-44.6% | $12,989-66.1% | $6,924-36.4% |