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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 | $102,385-37.7% | $147,080-56.6% | $80,935-21.2% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 17.38% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $4,801 | $3,717+29.2% | $4,933-2.7% | $2,757+74.2% |
| Participant deferral / active EE | $13,257 | $6,651+99.3% | $8,066+64.3% | $4,299+208.3% |
| Admin fee / account holder | $7,601 | $7,951-4.4% | $12,989-41.5% | $6,924+9.8% |