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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 | $44,495 | $102,429-56.6% | $147,096-69.8% | $80,925-45.0% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 15.52% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,721 | $3,716+0.1% | $4,936-24.6% | $2,756+35.0% |
| Participant deferral / active EE | $11,659 | $6,649+75.4% | $8,071+44.5% | $4,299+171.2% |
| Admin fee / account holder | $7,986 | $7,957+0.4% | $13,005-38.6% | $6,940+15.1% |