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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 | $46,565 | $118,869-60.8% | $96,575-51.8% | $167,518-72.2% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 15.97% | 50.49%-34.5pp | 37.79%-21.8pp | 478.71%-462.7pp |
| Employer contribution / active EE | $5,471 | $3,120+75.3% | $2,357+132.1% | $4,838+13.1% |
| Participant deferral / active EE | $5,347 | $4,616+15.8% | $3,849+38.9% | $6,342-15.7% |
| Admin fee / account holder | $3,900 | $8,067-51.7% | $6,182-36.9% | $12,312-68.3% |