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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 | $49,255 | $160,028-69.2% | $147,080-66.5% | $145,884-66.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.81% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,726 | $5,286-48.4% | $4,933-44.8% | $4,662-41.5% |
| Participant deferral / active EE | $10,406 | $8,422+23.6% | $8,066+29.0% | $6,690+55.6% |
| Admin fee / account holder | $45,195 | $15,030+200.7% | $12,989+248.0% | $13,392+237.5% |