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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 | $49,661 | $102,385-51.5% | $147,080-66.2% | $80,935-38.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 16.03% | 135.09%-119.1pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $5,972 | $3,717+60.7% | $4,933+21.1% | $2,757+116.6% |
| Participant deferral / active EE | $12,649 | $6,651+90.2% | $8,066+56.8% | $4,299+194.2% |
| Admin fee / account holder | $10,549 | $7,951+32.7% | $12,989-18.8% | $6,924+52.3% |