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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 | $60,230 | $102,422-41.2% | $147,117-59.1% | $80,959-25.6% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 37.60% | 135.16%-97.6pp | 420.54%-382.9pp | 35.67%+1.9pp |
| Employer contribution / active EE | $5,621 | $3,717+51.2% | $4,932+14.0% | $2,757+103.9% |
| Participant deferral / active EE | $10,469 | $6,652+57.4% | $8,065+29.8% | $4,300+143.4% |
| Admin fee / account holder | $11,202 | $7,953+40.8% | $12,993-13.8% | $6,925+61.8% |