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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 | $51,166 | $102,422-50.0% | $147,117-65.2% | $80,959-36.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 13.40% | 135.16%-121.8pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $4,912 | $3,717+32.1% | $4,932-0.4% | $2,757+78.2% |
| Participant deferral / active EE | $11,465 | $6,652+72.3% | $8,065+42.2% | $4,300+166.6% |
| Admin fee / account holder | $25,192 | $7,953+216.7% | $12,993+93.9% | $6,925+263.8% |