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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 | $47,387 | $70,366-32.7% | $66,674-28.9% | $138,895-65.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 13.55% | 386.41%-372.9pp | 321.24%-307.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,191 | $2,765-56.9% | $2,620-54.5% | $4,194-71.6% |
| Participant deferral / active EE | $1,827 | $4,374-58.2% | $4,084-55.3% | $6,396-71.4% |
| Admin fee / account holder | $6,278 | $5,262+19.3% | $5,098+23.1% | $12,562-50.0% |