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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 | $52,322 | $102,422-48.9% | $147,117-64.4% | $80,959-35.4% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 17.06% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $6,730 | $3,717+81.0% | $4,932+36.4% | $2,757+144.1% |
| Participant deferral / active EE | $13,913 | $6,652+109.2% | $8,065+72.5% | $4,300+223.5% |
| Admin fee / account holder | $6,990 | $7,953-12.1% | $12,993-46.2% | $6,925+0.9% |