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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 | $102,422-59.4% | $147,117-71.8% | $80,959-48.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 15.35% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $9,520 | $3,717+156.1% | $4,932+93.0% | $2,757+245.3% |
| Participant deferral / active EE | $9,680 | $6,652+45.5% | $8,065+20.0% | $4,300+125.1% |
| Admin fee / account holder | $2,226 | $7,953-72.0% | $12,993-82.9% | $6,925-67.9% |