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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 | $102,382-59.4% | $147,005-71.7% | $80,874-48.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 15.35% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $9,520 | $3,715+156.3% | $4,934+92.9% | $2,756+245.5% |
| Participant deferral / active EE | $9,680 | $6,646+45.6% | $8,070+20.0% | $4,297+125.3% |
| Admin fee / account holder | $2,226 | $7,942-72.0% | $13,006-82.9% | $6,935-67.9% |