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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 | $102,429-50.0% | $147,096-65.2% | $80,925-36.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 13.40% | 135.02%-121.6pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $4,912 | $3,716+32.2% | $4,936-0.5% | $2,756+78.2% |
| Participant deferral / active EE | $11,465 | $6,649+72.4% | $8,071+42.0% | $4,299+166.7% |
| Admin fee / account holder | $25,192 | $7,957+216.6% | $13,005+93.7% | $6,940+263.0% |