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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 | $48,004 | $63,346-24.2% | $92,240-48.0% | $70,126-31.5% |
| Participation rate | 91.4% | 68.7%+22.8pp | 76.5%+14.9pp | 69.5%+21.9pp |
| Annual return | 13.08% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,172 | $2,471-12.1% | $3,680-41.0% | $2,343-7.3% |
| Participant deferral / active EE | $2,411 | $2,854-15.5% | $3,897-38.1% | $3,332-27.6% |
| Admin fee / account holder | $2,126 | $3,841-44.6% | $5,194-59.1% | $4,645-54.2% |