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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 | $67,304 | $103,008-34.7% | $90,304-25.5% | $152,897-56.0% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.5%+13.2pp |
| Annual return | 48.44% | 95.22%-46.8pp | 78.13%-29.7pp | 345.43%-297.0pp |
| Employer contribution / active EE | $4,991 | $3,139+59.0% | $2,855+74.8% | $4,764+4.8% |
| Participant deferral / active EE | $8,914 | $4,281+108.2% | $3,885+129.4% | $5,851+52.3% |
| Admin fee / account holder | $1,835 | $6,175-70.3% | $5,354-65.7% | $11,599-84.2% |