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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 | $51,898 | $95,979-45.9% | $74,551-30.4% | $135,380-61.7% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 14.09% | 56.97%-42.9pp | 32.53%-18.4pp | 519.81%-505.7pp |
| Employer contribution / active EE | $6,438 | $2,716+137.0% | $1,961+228.3% | $4,779+34.7% |
| Participant deferral / active EE | $7,071 | $3,844+84.0% | $3,108+127.5% | $5,609+26.1% |
| Admin fee / account holder | $2,237 | $6,522-65.7% | $5,059-55.8% | $10,828-79.3% |