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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 | $56,045 | $73,518-23.8% | $63,005-11.0% | $147,585-62.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 19.55% | 175.46%-155.9pp | 87.59%-68.0pp | 578.58%-559.0pp |
| Employer contribution / active EE | $1,268 | $3,322-61.8% | $2,760-54.1% | $4,876-74.0% |
| Participant deferral / active EE | $741 | $4,183-82.3% | $3,329-77.7% | $5,439-86.4% |
| Admin fee / account holder | $1,035 | $5,952-82.6% | $3,599-71.2% | $10,886-90.5% |