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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 | $44,465 | $167,030-73.4% | $135,768-67.2% | $155,188-71.3% |
| Participation rate | 88.2% | 76.2%+12.1pp | 71.1%+17.2pp | 80.8%+7.4pp |
| Annual return | 11.69% | 678.39%-666.7pp | 526.10%-514.4pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,505 | $4,132-63.6% | $3,394-55.7% | $4,248-64.6% |
| Participant deferral / active EE | $5,230 | $4,528+15.5% | $3,977+31.5% | $6,531-19.9% |
| Admin fee / account holder | $907 | $8,172-88.9% | $7,048-87.1% | $14,480-93.7% |