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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 | $57,665 | $102,422-43.7% | $147,117-60.8% | $80,959-28.8% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 19.81% | 135.16%-115.3pp | 420.54%-400.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $5,514 | $3,717+48.3% | $4,932+11.8% | $2,757+100.0% |
| Participant deferral / active EE | $10,572 | $6,652+58.9% | $8,065+31.1% | $4,300+145.8% |
| Admin fee / account holder | $4,647 | $7,953-41.6% | $12,993-64.2% | $6,925-32.9% |