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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 | $102,393-47.5% | $147,041-63.5% | $80,911-33.6% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | 16.80% | 134.95%-118.1pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $5,517 | $3,715+48.5% | $4,935+11.8% | $2,756+100.2% |
| Participant deferral / active EE | $11,078 | $6,647+66.7% | $8,071+37.3% | $4,297+157.8% |
| Admin fee / account holder | $9,164 | $7,943+15.4% | $13,006-29.5% | $6,935+32.1% |