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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 | $49,028 | $99,652-50.8% | $78,778-37.8% | $147,586-66.8% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 23.27% | 47.28%-24.0pp | 35.62%-12.3pp | 578.59%-555.3pp |
| Employer contribution / active EE | $13,854 | $2,796+395.6% | $1,986+597.7% | $4,876+184.1% |
| Participant deferral / active EE | $7,546 | $3,664+106.0% | $2,958+155.1% | $5,439+38.7% |
| Admin fee / account holder | $456 | $7,155-93.6% | $5,134-91.1% | $10,886-95.8% |