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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 | $58,417 | $80,812-27.7% | $160,784-63.7% | $82,448-29.1% |
| Participation rate | 85.7% | 66.2%+19.5pp | 77.0%+8.8pp | 68.1%+17.6pp |
| Annual return | 16.98% | 100.59%-83.6pp | 1803.92%-1786.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,518 | $2,174+107.8% | $3,733+21.0% | $2,551+77.1% |
| Participant deferral / active EE | $4,246 | $4,335-2.1% | $6,293-32.5% | $4,139+2.6% |
| Admin fee / account holder | $3,693 | $7,695-52.0% | $9,717-62.0% | $7,234-48.9% |