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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 | $57,991 | $115,814-49.9% | $101,275-42.7% | $158,982-63.5% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 22.96% | 56.16%-33.2pp | 46.48%-23.5pp | 302.99%-280.0pp |
| Employer contribution / active EE | $7,770 | $4,176+86.1% | $3,660+112.3% | $4,763+63.1% |
| Participant deferral / active EE | $9,816 | $4,958+98.0% | $4,371+124.6% | $5,983+64.1% |
| Admin fee / account holder | $43,930 | $7,249+506.0% | $5,948+638.6% | $11,252+290.4% |