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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 | $72,071-21.0% | $68,368-16.7% | $137,256-58.5% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 15.32% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,604 | $2,788-6.6% | $2,649-1.7% | $4,156-37.3% |
| Participant deferral / active EE | $3,313 | $4,410-24.9% | $4,123-19.7% | $6,407-48.3% |
| Admin fee / account holder | $1,647 | $5,336-69.1% | $5,150-68.0% | $12,270-86.6% |