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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 | $48,414 | $70,366-31.2% | $66,674-27.4% | $138,895-65.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 19.73% | 386.41%-366.7pp | 321.24%-301.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,174 | $2,765-21.4% | $2,620-17.0% | $4,194-48.2% |
| Participant deferral / active EE | $5,336 | $4,374+22.0% | $4,084+30.6% | $6,396-16.6% |
| Admin fee / account holder | $3,329 | $5,262-36.7% | $5,098-34.7% | $12,562-73.5% |