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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 | $54,686 | $103,000-46.9% | $90,300-39.4% | $152,885-64.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 19.97% | 95.19%-75.2pp | 78.11%-58.1pp | 345.39%-325.4pp |
| Employer contribution / active EE | $1,936 | $3,138-38.3% | $2,854-32.2% | $4,763-59.4% |
| Participant deferral / active EE | $2,401 | $4,281-43.9% | $3,884-38.2% | $5,851-59.0% |
| Admin fee / account holder | $8,049 | $6,173+30.4% | $5,353+50.4% | $11,598-30.6% |