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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 | $52,122 | $70,121-25.7% | $63,803-18.3% | $138,895-62.5% |
| Participation rate | 90.9% | 77.2%+13.7pp | 72.7%+18.2pp | 79.9%+11.0pp |
| Annual return | 12.46% | 946.48%-934.0pp | 543.72%-531.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $7,221 | $2,882+150.5% | $2,532+185.2% | $4,194+72.2% |
| Participant deferral / active EE | $15,662 | $4,535+245.3% | $3,843+307.5% | $6,396+144.9% |
| Admin fee / account holder | $14,513 | $6,738+115.4% | $5,196+179.3% | $12,562+15.5% |