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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 | $53,726 | $102,422-47.5% | $147,117-63.5% | $80,959-33.6% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.7%+14.8pp |
| Annual return | 16.80% | 135.16%-118.4pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $5,517 | $3,717+48.4% | $4,932+11.9% | $2,757+100.1% |
| Participant deferral / active EE | $11,078 | $6,652+66.5% | $8,065+37.4% | $4,300+157.6% |
| Admin fee / account holder | $9,164 | $7,953+15.2% | $12,993-29.5% | $6,925+32.3% |