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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 | $57,059 | $102,385-44.3% | $147,080-61.2% | $80,935-29.5% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 19.21% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $10,384 | $3,717+179.4% | $4,933+110.5% | $2,757+276.7% |
| Participant deferral / active EE | $4,182 | $6,651-37.1% | $8,066-48.2% | $4,299-2.7% |
| Admin fee / account holder | $1,598 | $7,951-79.9% | $12,989-87.7% | $6,924-76.9% |