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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 | $49,633 | $102,393-51.5% | $147,041-66.2% | $80,911-38.7% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 25.17% | 134.95%-109.8pp | 419.21%-394.0pp | 35.63%-10.5pp |
| Employer contribution / active EE | $3,543 | $3,715-4.6% | $4,935-28.2% | $2,756+28.6% |
| Participant deferral / active EE | $7,172 | $6,647+7.9% | $8,071-11.1% | $4,297+66.9% |
| Admin fee / account holder | $3,273 | $7,943-58.8% | $13,006-74.8% | $6,935-52.8% |