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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 | $54,792 | $102,422-46.5% | $147,117-62.8% | $80,959-32.3% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 23.72% | 135.16%-111.4pp | 420.54%-396.8pp | 35.67%-11.9pp |
| Employer contribution / active EE | $2,829 | $3,717-23.9% | $4,932-42.6% | $2,757+2.6% |
| Participant deferral / active EE | $13,028 | $6,652+95.8% | $8,065+61.5% | $4,300+203.0% |
| Admin fee / account holder | $9,448 | $7,953+18.8% | $12,993-27.3% | $6,925+36.4% |