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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 | $41,610 | $102,422-59.4% | $147,117-71.7% | $80,959-48.6% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.7%+4.1pp |
| Annual return | 24.76% | 135.16%-110.4pp | 420.54%-395.8pp | 35.67%-10.9pp |
| Employer contribution / active EE | $5,175 | $3,717+39.2% | $4,932+4.9% | $2,757+87.7% |
| Participant deferral / active EE | $7,755 | $6,652+16.6% | $8,065-3.8% | $4,300+80.3% |
| Admin fee / account holder | $3,497 | $7,953-56.0% | $12,993-73.1% | $6,925-49.5% |