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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 | $52,650 | $111,878-52.9% | $93,727-43.8% | $145,897-63.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 19.34% | 204.28%-184.9pp | 133.83%-114.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $3,745 | $3,092+21.1% | $2,421+54.7% | $4,663-19.7% |
| Participant deferral / active EE | $10,784 | $4,920+119.2% | $4,417+144.1% | $6,689+61.2% |
| Admin fee / account holder | $724 | $10,256-92.9% | $8,292-91.3% | $13,390-94.6% |