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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 | $102,429-48.9% | $147,096-64.4% | $80,925-35.3% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 17.06% | 135.02%-118.0pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $6,730 | $3,716+81.1% | $4,936+36.3% | $2,756+144.2% |
| Participant deferral / active EE | $13,913 | $6,649+109.3% | $8,071+72.4% | $4,299+223.7% |
| Admin fee / account holder | $6,990 | $7,957-12.2% | $13,005-46.3% | $6,940+0.7% |