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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 | $39,137 | $99,921-60.8% | $85,009-54.0% | $145,959-73.2% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+8.0pp |
| Annual return | 15.64% | 83.89%-68.2pp | 66.47%-50.8pp | 561.95%-546.3pp |
| Employer contribution / active EE | $4,930 | $3,233+52.5% | $2,728+80.7% | $4,661+5.8% |
| Participant deferral / active EE | $8,382 | $5,293+58.4% | $4,522+85.4% | $6,689+25.3% |
| Admin fee / account holder | $870 | $7,252-88.0% | $6,153-85.9% | $13,398-93.5% |