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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 | $49,153 | $108,911-54.9% | $100,392-51.0% | $145,884-66.3% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 11.86% | 58.23%-46.4pp | 49.45%-37.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,082 | $4,420-75.5% | $3,941-72.5% | $4,662-76.8% |
| Participant deferral / active EE | $7,108 | $8,459-16.0% | $8,090-12.1% | $6,690+6.2% |
| Admin fee / account holder | $1,189 | $9,698-87.7% | $7,904-85.0% | $13,392-91.1% |