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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 | $28,031 | $102,393-72.6% | $147,041-80.9% | $80,911-65.4% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 15.79% | 134.95%-119.2pp | 419.21%-403.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $3,971 | $3,715+6.9% | $4,935-19.5% | $2,756+44.1% |
| Participant deferral / active EE | $6,864 | $6,647+3.3% | $8,071-15.0% | $4,297+59.7% |
| Admin fee / account holder | $4,737 | $7,943-40.4% | $13,006-63.6% | $6,935-31.7% |