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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 | $49,838 | $52,353-4.8% | $120,225-58.5% | $82,448-39.6% |
| Participation rate | 80.6% | 58.3%+22.3pp | 69.6%+11.1pp | 68.1%+12.6pp |
| Annual return | 19.19% | 61.85%-42.7pp | 439.23%-420.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $7,970 | $1,510+427.8% | $3,475+129.3% | $2,551+212.4% |
| Participant deferral / active EE | $7,298 | $2,627+177.8% | $3,999+82.5% | $4,139+76.3% |
| Admin fee / account holder | $2,644 | $4,363-39.4% | $5,696-53.6% | $7,234-63.5% |