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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 | $28,575 | $55,889-48.9% | $76,119-62.5% | $80,935-64.7% |
| Participation rate | 84.6% | 62.1%+22.5pp | 69.1%+15.5pp | 67.7%+17.0pp |
| Annual return | 12.22% | 20.58%-8.4pp | 361.25%-349.0pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,669 | $1,866+96.6% | $2,693+36.3% | $2,757+33.1% |
| Participant deferral / active EE | $4,835 | $3,051+58.5% | $4,259+13.5% | $4,299+12.5% |
| Admin fee / account holder | $15,090 | $5,241+187.9% | $6,421+135.0% | $6,924+117.9% |