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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 | $50,195 | $100,073-49.8% | $85,126-41.0% | $145,877-65.6% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 15.77% | 84.11%-68.3pp | 66.63%-50.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,356 | $3,236+3.7% | $2,731+22.9% | $4,663-28.0% |
| Participant deferral / active EE | $8,713 | $5,294+64.6% | $4,523+92.6% | $6,691+30.2% |
| Admin fee / account holder | $3,785 | $7,261-47.9% | $6,160-38.6% | $13,402-71.8% |