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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 | $51,641 | $49,199+5.0% | $121,210-57.4% | $75,177-31.3% |
| Participation rate | 93.5% | 55.4%+38.1pp | 69.5%+24.0pp | 67.2%+26.3pp |
| Annual return | 20.03% | 56.04%-36.0pp | 987.41%-967.4pp | 160.75%-140.7pp |
| Employer contribution / active EE | $4,748 | $1,547+206.9% | $4,171+13.8% | $2,671+77.8% |
| Participant deferral / active EE | $2,356 | $2,630-10.4% | $4,084-42.3% | $4,126-42.9% |
| Admin fee / account holder | $5,151 | $3,946+30.5% | $5,647-8.8% | $5,651-8.9% |