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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 | $102,385-49.9% | $147,080-65.1% | $80,935-36.6% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | 43.38% | 135.09%-91.7pp | 420.17%-376.8pp | 35.66%+7.7pp |
| Employer contribution / active EE | $8,080 | $3,717+117.4% | $4,933+63.8% | $2,757+193.1% |
| Participant deferral / active EE | $14,637 | $6,651+120.1% | $8,066+81.5% | $4,299+240.4% |
| Admin fee / account holder | $2,473 | $7,951-68.9% | $12,989-81.0% | $6,924-64.3% |