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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 | $50,723 | $176,402-71.2% | $134,162-62.2% | $158,982-68.1% |
| Participation rate | 91.7% | 78.7%+12.9pp | 72.2%+19.5pp | 82.0%+9.7pp |
| Annual return | 18.12% | 63.66%-45.5pp | 36.35%-18.2pp | 302.99%-284.9pp |
| Employer contribution / active EE | $4,326 | $5,042-14.2% | $3,705+16.8% | $4,763-9.2% |
| Participant deferral / active EE | $1,843 | $4,093-55.0% | $3,500-47.3% | $5,983-69.2% |
| Admin fee / account holder | $547 | $8,719-93.7% | $6,685-91.8% | $11,252-95.1% |