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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 | $55,022 | $102,393-46.3% | $147,041-62.6% | $80,911-32.0% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 12.57% | 134.95%-122.4pp | 419.21%-406.6pp | 35.63%-23.1pp |
| Employer contribution / active EE | $4,629 | $3,715+24.6% | $4,935-6.2% | $2,756+68.0% |
| Participant deferral / active EE | $9,057 | $6,647+36.3% | $8,071+12.2% | $4,297+110.8% |
| Admin fee / account holder | $8,161 | $7,943+2.7% | $13,006-37.3% | $6,935+17.7% |