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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 | $30,956 | $102,382-69.8% | $147,005-78.9% | $80,874-61.7% |
| Participation rate | 87.2% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 17.01% | 134.89%-117.9pp | 418.76%-401.8pp | 35.62%-18.6pp |
| Employer contribution / active EE | $4,905 | $3,715+32.0% | $4,934-0.6% | $2,756+78.0% |
| Participant deferral / active EE | $8,166 | $6,646+22.9% | $8,070+1.2% | $4,297+90.0% |
| Admin fee / account holder | $971 | $7,942-87.8% | $13,006-92.5% | $6,935-86.0% |