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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 | $48,912 | $112,131-56.4% | $95,964-49.0% | $158,982-69.2% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 21.96% | 171.19%-149.2pp | 91.64%-69.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $11,058 | $3,199+245.7% | $2,541+335.1% | $4,763+132.2% |
| Participant deferral / active EE | $3,235 | $4,784-32.4% | $4,167-22.4% | $5,983-45.9% |
| Admin fee / account holder | $1,667 | $10,136-83.5% | $6,797-75.5% | $11,252-85.2% |