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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 | $56,431-11.7% | $130,788-61.9% | $87,485-43.0% |
| Participation rate | 80.6% | 58.9%+21.7pp | 70.1%+10.5pp | 68.9%+11.7pp |
| Annual return | 19.19% | 91.27%-72.1pp | 386.44%-367.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $7,970 | $1,549+414.5% | $3,558+124.0% | $2,596+207.0% |
| Participant deferral / active EE | $7,298 | $2,749+165.4% | $4,137+76.4% | $4,274+70.8% |
| Admin fee / account holder | $2,644 | $4,433-40.4% | $6,673-60.4% | $7,775-66.0% |