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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 | $61,624 | $102,385-39.8% | $147,080-58.1% | $80,935-23.9% |
| Participation rate | 80.3% | 75.9%+4.4pp | 82.2%-1.9pp | 67.7%+12.6pp |
| Annual return | 19.44% | 135.09%-115.7pp | 420.17%-400.7pp | 35.66%-16.2pp |
| Employer contribution / active EE | $5,595 | $3,717+50.5% | $4,933+13.4% | $2,757+103.0% |
| Participant deferral / active EE | $7,623 | $6,651+14.6% | $8,066-5.5% | $4,299+77.3% |
| Admin fee / account holder | $10,215 | $7,951+28.5% | $12,989-21.4% | $6,924+47.5% |