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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 | $51,328 | $102,393-49.9% | $147,041-65.1% | $80,911-36.6% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.6%+20.2pp |
| Annual return | 43.38% | 134.95%-91.6pp | 419.21%-375.8pp | 35.63%+7.7pp |
| Employer contribution / active EE | $8,080 | $3,715+117.5% | $4,935+63.7% | $2,756+193.2% |
| Participant deferral / active EE | $14,637 | $6,647+120.2% | $8,071+81.4% | $4,297+240.6% |
| Admin fee / account holder | $2,473 | $7,943-68.9% | $13,006-81.0% | $6,935-64.3% |