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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 | $36,742 | $67,823-45.8% | $52,425-29.9% | $137,256-73.2% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 15.74% | 219.11%-203.4pp | 302.12%-286.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,649 | $1,163+41.8% | $914+80.3% | $4,156-60.3% |
| Participant deferral / active EE | $7,320 | $2,288+219.9% | $1,790+308.8% | $6,407+14.2% |
| Admin fee / account holder | $7,058 | $2,844+148.2% | $2,495+182.9% | $12,270-42.5% |