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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 | $102,393-56.5% | $147,041-69.7% | $80,911-44.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 24.19% | 134.95%-110.8pp | 419.21%-395.0pp | 35.63%-11.4pp |
| Employer contribution / active EE | $4,945 | $3,715+33.1% | $4,935+0.2% | $2,756+79.4% |
| Participant deferral / active EE | $9,315 | $6,647+40.1% | $8,071+15.4% | $4,297+116.8% |
| Admin fee / account holder | $10,007 | $7,943+26.0% | $13,006-23.1% | $6,935+44.3% |