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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 | $55,674 | $102,422-45.6% | $147,117-62.2% | $80,959-31.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 21.64% | 135.16%-113.5pp | 420.54%-398.9pp | 35.67%-14.0pp |
| Employer contribution / active EE | $3,369 | $3,717-9.4% | $4,932-31.7% | $2,757+22.2% |
| Participant deferral / active EE | $8,304 | $6,652+24.8% | $8,065+3.0% | $4,300+93.1% |
| Admin fee / account holder | $5,515 | $7,953-30.7% | $12,993-57.5% | $6,925-20.4% |