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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 | $45,066 | $102,385-56.0% | $147,080-69.4% | $80,935-44.3% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.7%+20.6pp |
| Annual return | 15.88% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $5,882 | $3,717+58.3% | $4,933+19.2% | $2,757+113.4% |
| Participant deferral / active EE | $6,516 | $6,651-2.0% | $8,066-19.2% | $4,299+51.5% |
| Admin fee / account holder | $2,062 | $7,951-74.1% | $12,989-84.1% | $6,924-70.2% |