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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 | $55,970 | $108,882-48.6% | $96,754-42.2% | $154,746-63.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 14.56% | 98.39%-83.8pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,269 | $3,018-57.9% | $2,679-52.6% | $4,379-71.0% |
| Participant deferral / active EE | $3,903 | $5,323-26.7% | $4,758-18.0% | $6,730-42.0% |
| Admin fee / account holder | $3,705 | $10,200-63.7% | $8,905-58.4% | $14,365-74.2% |