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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 | $50,195 | $102,382-51.0% | $147,005-65.9% | $80,874-37.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 42.21% | 134.89%-92.7pp | 418.76%-376.6pp | 35.62%+6.6pp |
| Employer contribution / active EE | $4,280 | $3,715+15.2% | $4,934-13.3% | $2,756+55.3% |
| Participant deferral / active EE | $10,013 | $6,646+50.6% | $8,070+24.1% | $4,297+133.0% |
| Admin fee / account holder | $3,184 | $7,942-59.9% | $13,006-75.5% | $6,935-54.1% |