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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 | $54,889 | $56,431-2.7% | $130,788-58.0% | $87,485-37.3% |
| Participation rate | 75.8% | 58.9%+16.8pp | 70.1%+5.7pp | 68.9%+6.8pp |
| Annual return | 18.17% | 91.27%-73.1pp | 386.44%-368.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,114 | $1,549+36.4% | $3,558-40.6% | $2,596-18.6% |
| Participant deferral / active EE | $4,608 | $2,749+67.6% | $4,137+11.4% | $4,274+7.8% |
| Admin fee / account holder | $553 | $4,433-87.5% | $6,673-91.7% | $7,775-92.9% |