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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 | $71,782 | $102,422-29.9% | $147,117-51.2% | $80,959-11.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 20.95% | 135.16%-114.2pp | 420.54%-399.6pp | 35.67%-14.7pp |
| Employer contribution / active EE | $5,075 | $3,717+36.5% | $4,932+2.9% | $2,757+84.1% |
| Participant deferral / active EE | $8,427 | $6,652+26.7% | $8,065+4.5% | $4,300+96.0% |
| Admin fee / account holder | $2,065 | $7,953-74.0% | $12,993-84.1% | $6,925-70.2% |