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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 | $45,692 | $102,429-55.4% | $147,096-68.9% | $80,925-43.5% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 51.92% | 135.02%-83.1pp | 419.75%-367.8pp | 35.65%+16.3pp |
| Employer contribution / active EE | $1,254 | $3,716-66.2% | $4,936-74.6% | $2,756-54.5% |
| Participant deferral / active EE | $9,546 | $6,649+43.6% | $8,071+18.3% | $4,299+122.1% |
| Admin fee / account holder | $1,732 | $7,957-78.2% | $13,005-86.7% | $6,940-75.0% |