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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 | $102,393-49.1% | $147,041-64.6% | $80,911-35.6% |
| Participation rate | 83.0% | 75.9%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 14.76% | 134.95%-120.2pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $5,576 | $3,715+50.1% | $4,935+13.0% | $2,756+102.3% |
| Participant deferral / active EE | $9,263 | $6,647+39.4% | $8,071+14.8% | $4,297+115.6% |
| Admin fee / account holder | $918 | $7,943-88.4% | $13,006-92.9% | $6,935-86.8% |