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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 | $50,432 | $107,363-53.0% | $92,909-45.7% | $152,897-67.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 19.39% | 145.63%-126.2pp | 109.44%-90.1pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,477 | $4,222-65.0% | $3,653-59.6% | $4,764-69.0% |
| Participant deferral / active EE | $4,046 | $4,848-16.5% | $4,238-4.5% | $5,851-30.9% |
| Admin fee / account holder | $3,992 | $7,082-43.6% | $5,795-31.1% | $11,599-65.6% |