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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 | $48,152 | $102,393-53.0% | $147,041-67.3% | $80,911-40.5% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 18.28% | 134.95%-116.7pp | 419.21%-400.9pp | 35.63%-17.3pp |
| Employer contribution / active EE | $8,557 | $3,715+130.3% | $4,935+73.4% | $2,756+210.5% |
| Participant deferral / active EE | $10,116 | $6,647+52.2% | $8,071+25.3% | $4,297+135.4% |
| Admin fee / account holder | $452 | $7,943-94.3% | $13,006-96.5% | $6,935-93.5% |