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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 | $49,081 | $109,967-55.4% | $97,197-49.5% | $145,877-66.4% |
| Participation rate | 92.9% | 76.0%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 9.99% | 244.27%-234.3pp | 75.47%-65.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,512 | $3,077-18.4% | $2,723-7.7% | $4,663-46.1% |
| Participant deferral / active EE | $4,552 | $4,676-2.7% | $4,263+6.8% | $6,691-32.0% |
| Admin fee / account holder | $20,307 | $6,199+227.6% | $5,637+260.2% | $13,402+51.5% |