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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 | $36,541 | $102,422-64.3% | $147,117-75.2% | $80,959-54.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 16.81% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $5,451 | $3,717+46.6% | $4,932+10.5% | $2,757+97.7% |
| Participant deferral / active EE | $5,256 | $6,652-21.0% | $8,065-34.8% | $4,300+22.2% |
| Admin fee / account holder | $3,365 | $7,953-57.7% | $12,993-74.1% | $6,925-51.4% |