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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 | $41,535 | $102,429-59.4% | $147,096-71.8% | $80,925-48.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 15.35% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $9,520 | $3,716+156.2% | $4,936+92.9% | $2,756+245.4% |
| Participant deferral / active EE | $9,680 | $6,649+45.6% | $8,071+19.9% | $4,299+125.2% |
| Admin fee / account holder | $2,226 | $7,957-72.0% | $13,005-82.9% | $6,940-67.9% |