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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 | $47,582 | $102,393-53.5% | $147,041-67.6% | $80,911-41.2% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 11.96% | 134.95%-123.0pp | 419.21%-407.2pp | 35.63%-23.7pp |
| Employer contribution / active EE | $7,813 | $3,715+110.3% | $4,935+58.3% | $2,756+183.5% |
| Participant deferral / active EE | $14,527 | $6,647+118.6% | $8,071+80.0% | $4,297+238.1% |
| Admin fee / account holder | $11,818 | $7,943+48.8% | $13,006-9.1% | $6,935+70.4% |