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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 | $50,190 | $100,911-50.3% | $90,440-44.5% | $158,966-68.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 19.45% | 1726.62%-1707.2pp | 1294.38%-1274.9pp | 302.95%-283.5pp |
| Employer contribution / active EE | $5,392 | $3,690+46.1% | $3,263+65.2% | $4,762+13.2% |
| Participant deferral / active EE | $9,133 | $4,348+110.0% | $3,964+130.4% | $5,983+52.6% |
| Admin fee / account holder | $973 | $6,507-85.0% | $5,615-82.7% | $11,250-91.3% |