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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 | $102,429-29.9% | $147,096-51.2% | $80,925-11.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 20.95% | 135.02%-114.1pp | 419.75%-398.8pp | 35.65%-14.7pp |
| Employer contribution / active EE | $5,075 | $3,716+36.6% | $4,936+2.8% | $2,756+84.1% |
| Participant deferral / active EE | $8,427 | $6,649+26.7% | $8,071+4.4% | $4,299+96.0% |
| Admin fee / account holder | $2,065 | $7,957-74.1% | $13,005-84.1% | $6,940-70.2% |