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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 | $44,931 | $115,810-61.2% | $101,271-55.6% | $158,966-71.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 14.30% | 56.15%-41.9pp | 46.48%-32.2pp | 302.95%-288.6pp |
| Employer contribution / active EE | $4,300 | $4,175+3.0% | $3,660+17.5% | $4,762-9.7% |
| Participant deferral / active EE | $3,675 | $4,958-25.9% | $4,371-15.9% | $5,983-38.6% |
| Admin fee / account holder | $1,493 | $7,248-79.4% | $5,948-74.9% | $11,250-86.7% |