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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 | $64,484 | $102,422-37.0% | $147,117-56.2% | $80,959-20.3% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.6pp | 67.7%+26.2pp |
| Annual return | 14.72% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $6,369 | $3,717+71.3% | $4,932+29.1% | $2,757+131.0% |
| Participant deferral / active EE | $8,344 | $6,652+25.4% | $8,065+3.5% | $4,300+94.0% |
| Admin fee / account holder | $4,397 | $7,953-44.7% | $12,993-66.2% | $6,925-36.5% |