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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 | $28,908 | $102,422-71.8% | $147,117-80.4% | $80,959-64.3% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 18.70% | 135.16%-116.5pp | 420.54%-401.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $2,588 | $3,717-30.4% | $4,932-47.5% | $2,757-6.1% |
| Participant deferral / active EE | $7,496 | $6,652+12.7% | $8,065-7.1% | $4,300+74.3% |
| Admin fee / account holder | $3,328 | $7,953-58.2% | $12,993-74.4% | $6,925-51.9% |