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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 | $46,038 | $109,344-57.9% | $89,400-48.5% | $158,950-71.0% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 15.59% | 345.73%-330.1pp | 245.64%-230.0pp | 302.91%-287.3pp |
| Employer contribution / active EE | $1,425 | $3,170-55.0% | $2,586-44.9% | $4,762-70.1% |
| Participant deferral / active EE | $3,951 | $4,599-14.1% | $3,890+1.6% | $5,983-34.0% |
| Admin fee / account holder | $2,850 | $6,154-53.7% | $4,882-41.6% | $11,248-74.7% |