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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 | $63,804 | $102,382-37.7% | $147,005-56.6% | $80,874-21.1% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 17.38% | 134.89%-117.5pp | 418.76%-401.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $4,801 | $3,715+29.2% | $4,934-2.7% | $2,756+74.2% |
| Participant deferral / active EE | $13,257 | $6,646+99.5% | $8,070+64.3% | $4,297+208.5% |
| Admin fee / account holder | $7,601 | $7,942-4.3% | $13,006-41.6% | $6,935+9.6% |