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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 | $57,156 | $102,382-44.2% | $147,005-61.1% | $80,874-29.3% |
| Participation rate | 76.8% | 75.8%+0.9pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 32.24% | 134.89%-102.7pp | 418.76%-386.5pp | 35.62%-3.4pp |
| Employer contribution / active EE | $4,274 | $3,715+15.0% | $4,934-13.4% | $2,756+55.1% |
| Participant deferral / active EE | $7,016 | $6,646+5.6% | $8,070-13.1% | $4,297+63.3% |
| Admin fee / account holder | $7,705 | $7,942-3.0% | $13,006-40.8% | $6,935+11.1% |