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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 | $40,731 | $102,422-60.2% | $147,117-72.3% | $80,959-49.7% |
| Participation rate | 87.2% | 75.9%+11.4pp | 82.2%+5.0pp | 67.7%+19.6pp |
| Annual return | 15.02% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,554 | $3,717+22.5% | $4,932-7.7% | $2,757+65.2% |
| Participant deferral / active EE | $7,781 | $6,652+17.0% | $8,065-3.5% | $4,300+80.9% |
| Admin fee / account holder | $2,462 | $7,953-69.0% | $12,993-81.1% | $6,925-64.5% |