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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 | $30,016 | $102,393-70.7% | $147,041-79.6% | $80,911-62.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 28.70% | 134.95%-106.2pp | 419.21%-390.5pp | 35.63%-6.9pp |
| Employer contribution / active EE | $3,179 | $3,715-14.4% | $4,935-35.6% | $2,756+15.3% |
| Participant deferral / active EE | $7,136 | $6,647+7.4% | $8,071-11.6% | $4,297+66.1% |
| Admin fee / account holder | $2,165 | $7,943-72.8% | $13,006-83.4% | $6,935-68.8% |