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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 | $40,542 | $99,079-59.1% | $78,002-48.0% | $273,972-85.2% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 7.58% | 217.93%-210.3pp | 425.99%-418.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,180 | $3,308-3.9% | $2,470+28.7% | $4,869-34.7% |
| Participant deferral / active EE | $5,750 | $4,306+33.5% | $3,497+64.4% | $5,287+8.7% |
| Admin fee / account holder | $8,671 | $8,954-3.2% | $5,481+58.2% | $10,133-14.4% |