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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 | $71,595 | $102,429-30.1% | $147,096-51.3% | $80,925-11.5% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 12.43% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,578 | $3,716+23.2% | $4,936-7.3% | $2,756+66.1% |
| Participant deferral / active EE | $8,425 | $6,649+26.7% | $8,071+4.4% | $4,299+96.0% |
| Admin fee / account holder | $1,080 | $7,957-86.4% | $13,005-91.7% | $6,940-84.4% |