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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 | $44,373 | $68,412-35.1% | $94,679-53.1% | $75,181-41.0% |
| Participation rate | 80.2% | 76.1%+4.1pp | 80.8%-0.6pp | 67.2%+13.0pp |
| Annual return | 31.79% | 616.91%-585.1pp | 156.75%-125.0pp | 160.69%-128.9pp |
| Employer contribution / active EE | $4,769 | $2,701+76.6% | $3,673+29.9% | $2,671+78.6% |
| Participant deferral / active EE | $9,605 | $6,537+46.9% | $7,417+29.5% | $4,126+132.8% |
| Admin fee / account holder | $3,165 | $5,326-40.6% | $7,233-56.2% | $5,650-44.0% |