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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 | $45,318 | $103,008-56.0% | $90,304-49.8% | $152,897-70.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 47.52% | 95.22%-47.7pp | 78.13%-30.6pp | 345.43%-297.9pp |
| Employer contribution / active EE | $9,325 | $3,139+197.0% | $2,855+226.6% | $4,764+95.8% |
| Participant deferral / active EE | $15,351 | $4,281+258.6% | $3,885+295.1% | $5,851+162.4% |
| Admin fee / account holder | $1,051 | $6,175-83.0% | $5,354-80.4% | $11,599-90.9% |