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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 | $49,327 | $149,040-66.9% | $120,225-59.0% | $137,256-64.1% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 14.16% | 605.68%-591.5pp | 439.23%-425.1pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,980 | $4,350-8.5% | $3,475+14.5% | $4,156-4.2% |
| Participant deferral / active EE | $1,812 | $4,655-61.1% | $3,999-54.7% | $6,407-71.7% |
| Admin fee / account holder | $3,373 | $6,348-46.9% | $5,696-40.8% | $12,270-72.5% |