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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 | $57,733 | $80,812-28.6% | $160,784-64.1% | $82,448-30.0% |
| Participation rate | 87.9% | 66.2%+21.6pp | 77.0%+10.9pp | 68.1%+19.8pp |
| Annual return | 14.05% | 100.59%-86.5pp | 1803.92%-1789.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,384 | $2,174+101.7% | $3,733+17.4% | $2,551+71.8% |
| Participant deferral / active EE | $8,449 | $4,335+94.9% | $6,293+34.3% | $4,139+104.1% |
| Admin fee / account holder | $4,673 | $7,695-39.3% | $9,717-51.9% | $7,234-35.4% |