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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 | $44,583 | $102,385-56.5% | $147,080-69.7% | $80,935-44.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.7%+15.7pp |
| Annual return | 24.19% | 135.09%-110.9pp | 420.17%-396.0pp | 35.66%-11.5pp |
| Employer contribution / active EE | $4,945 | $3,717+33.1% | $4,933+0.2% | $2,757+79.4% |
| Participant deferral / active EE | $9,315 | $6,651+40.1% | $8,066+15.5% | $4,299+116.7% |
| Admin fee / account holder | $10,007 | $7,951+25.9% | $12,989-23.0% | $6,924+44.5% |