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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 | $63,264 | $102,429-38.2% | $147,096-57.0% | $80,925-21.8% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | 14.42% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $4,615 | $3,716+24.2% | $4,936-6.5% | $2,756+67.4% |
| Participant deferral / active EE | $9,653 | $6,649+45.2% | $8,071+19.6% | $4,299+124.6% |
| Admin fee / account holder | $1,987 | $7,957-75.0% | $13,005-84.7% | $6,940-71.4% |