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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 | $49,358 | $70,684-30.2% | $169,390-70.9% | $75,173-34.3% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.2%+2.8pp | 67.2%+12.8pp |
| Annual return | 19.73% | 36.38%-16.7pp | 406.07%-386.3pp | 160.72%-141.0pp |
| Employer contribution / active EE | $4,102 | $2,211+85.5% | $4,013+2.2% | $2,671+53.6% |
| Participant deferral / active EE | $6,946 | $4,310+61.2% | $6,222+11.6% | $4,126+68.3% |
| Admin fee / account holder | $963 | $5,404-82.2% | $9,015-89.3% | $5,651-83.0% |