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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 | $52,117 | $102,385-49.1% | $147,080-64.6% | $80,935-35.6% |
| Participation rate | 83.0% | 75.9%+7.1pp | 82.2%+0.8pp | 67.7%+15.3pp |
| Annual return | 14.76% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $5,576 | $3,717+50.0% | $4,933+13.0% | $2,757+102.3% |
| Participant deferral / active EE | $9,263 | $6,651+39.3% | $8,066+14.8% | $4,299+115.4% |
| Admin fee / account holder | $918 | $7,951-88.5% | $12,989-92.9% | $6,924-86.7% |