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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 | $56,950 | $157,829-63.9% | $136,867-58.4% | $198,609-71.3% |
| Participation rate | 95.0% | 77.2%+17.8pp | 74.5%+20.5pp | 82.4%+12.6pp |
| Annual return | 15.32% | 51.25%-35.9pp | 42.97%-27.7pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,604 | $3,923-33.6% | $3,547-26.6% | $5,055-48.5% |
| Participant deferral / active EE | $3,313 | $5,463-39.4% | $4,924-32.7% | $6,977-52.5% |
| Admin fee / account holder | $1,647 | $11,107-85.2% | $10,340-84.1% | $19,030-91.3% |