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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 | $48,963 | $100,911-51.5% | $90,440-45.9% | $158,966-69.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 16.69% | 1726.62%-1709.9pp | 1294.38%-1277.7pp | 302.95%-286.3pp |
| Employer contribution / active EE | $5,902 | $3,690+59.9% | $3,263+80.9% | $4,762+23.9% |
| Participant deferral / active EE | $5,609 | $4,348+29.0% | $3,964+41.5% | $5,983-6.2% |
| Admin fee / account holder | $1,229 | $6,507-81.1% | $5,615-78.1% | $11,250-89.1% |