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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 | $100,139-60.9% | $85,187-54.1% | $145,884-73.2% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+7.9pp |
| Annual return | 15.64% | 84.15%-68.5pp | 66.67%-51.0pp | 551.85%-536.2pp |
| Employer contribution / active EE | $4,930 | $3,238+52.3% | $2,732+80.4% | $4,662+5.7% |
| Participant deferral / active EE | $8,382 | $5,296+58.3% | $4,525+85.2% | $6,690+25.3% |
| Admin fee / account holder | $870 | $7,262-88.0% | $6,162-85.9% | $13,392-93.5% |