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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 | $48,030 | $86,298-44.3% | $111,308-56.8% | $85,847-44.1% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.3pp | 69.3%+22.3pp |
| Annual return | 11.37% | 19.99%-8.6pp | 54.67%-43.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,650 | $2,044-19.3% | $2,732-39.6% | $2,565-35.7% |
| Participant deferral / active EE | $2,956 | $3,641-18.8% | $4,487-34.1% | $3,952-25.2% |
| Admin fee / account holder | $4,531 | $8,189-44.7% | $7,965-43.1% | $6,261-27.6% |