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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 | $102,422-56.6% | $147,117-69.8% | $80,959-45.0% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 15.52% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,721 | $3,717+0.1% | $4,932-24.6% | $2,757+35.0% |
| Participant deferral / active EE | $11,659 | $6,652+75.3% | $8,065+44.6% | $4,300+171.1% |
| Admin fee / account holder | $7,986 | $7,953+0.4% | $12,993-38.5% | $6,925+15.3% |