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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 | $38,118 | $157,296-75.8% | $141,191-73.0% | $152,897-75.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 90.94% | 64.34%+26.6pp | 71.41%+19.5pp | 345.43%-254.5pp |
| Employer contribution / active EE | $8,561 | $5,262+62.7% | $4,736+80.8% | $4,764+79.7% |
| Participant deferral / active EE | $16,501 | $7,111+132.1% | $6,710+145.9% | $5,851+182.0% |
| Admin fee / account holder | $3,113 | $12,125-74.3% | $10,264-69.7% | $11,599-73.2% |