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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 | $56,083 | $99,079-43.4% | $78,002-28.1% | $273,972-79.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 5.02% | 217.93%-212.9pp | 425.99%-421.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,663 | $3,308-49.7% | $2,470-32.7% | $4,869-65.8% |
| Participant deferral / active EE | $2,079 | $4,306-51.7% | $3,497-40.6% | $5,287-60.7% |
| Admin fee / account holder | $441 | $8,954-95.1% | $5,481-92.0% | $10,133-95.7% |