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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 | $44,762 | $102,429-56.3% | $147,096-69.6% | $80,925-44.7% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.5pp |
| Annual return | 19.29% | 135.02%-115.7pp | 419.75%-400.5pp | 35.65%-16.4pp |
| Employer contribution / active EE | $3,205 | $3,716-13.7% | $4,936-35.1% | $2,756+16.3% |
| Participant deferral / active EE | $9,953 | $6,649+49.7% | $8,071+23.3% | $4,299+131.5% |
| Admin fee / account holder | $4,426 | $7,957-44.4% | $13,005-66.0% | $6,940-36.2% |