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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 | $102,382-41.5% | $147,005-59.3% | $80,874-25.9% |
| Participation rate | 87.4% | 75.8%+11.5pp | 82.2%+5.2pp | 67.6%+19.7pp |
| Annual return | 17.56% | 134.89%-117.3pp | 418.76%-401.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $5,542 | $3,715+49.2% | $4,934+12.3% | $2,756+101.1% |
| Participant deferral / active EE | $11,467 | $6,646+72.5% | $8,070+42.1% | $4,297+166.9% |
| Admin fee / account holder | $4,406 | $7,942-44.5% | $13,006-66.1% | $6,935-36.5% |