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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 | $49,098 | $112,131-56.2% | $95,964-48.8% | $158,982-69.1% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 8.83% | 171.19%-162.4pp | 91.64%-82.8pp | 302.99%-294.2pp |
| Employer contribution / active EE | $8,853 | $3,199+176.7% | $2,541+248.4% | $4,763+85.9% |
| Participant deferral / active EE | $7,903 | $4,784+65.2% | $4,167+89.7% | $5,983+32.1% |
| Admin fee / account holder | $12,201 | $10,136+20.4% | $6,797+79.5% | $11,252+8.4% |