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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 | $51,169 | $102,978-50.3% | $90,287-43.3% | $152,870-66.5% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 30.19% | 95.17%-65.0pp | 78.10%-47.9pp | 345.34%-315.2pp |
| Employer contribution / active EE | $1,180 | $3,139-62.4% | $2,855-58.6% | $4,763-75.2% |
| Participant deferral / active EE | $14,466 | $4,281+237.9% | $3,885+272.4% | $5,850+147.3% |
| Admin fee / account holder | $9,310 | $6,171+50.9% | $5,351+74.0% | $11,597-19.7% |