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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 | $53,088 | $134,001-60.4% | $112,258-52.7% | $134,509-60.5% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | 4.65% | 47.15%-42.5pp | 27.47%-22.8pp | 418.13%-413.5pp |
| Employer contribution / active EE | $2,526 | $4,039-37.5% | $3,636-30.5% | $4,741-46.7% |
| Participant deferral / active EE | $2,004 | $5,291-62.1% | $4,728-57.6% | $6,400-68.7% |
| Admin fee / account holder | $1,927 | $7,491-74.3% | $6,411-70.0% | $11,427-83.1% |