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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 | $50,385 | $118,708-57.6% | $98,920-49.1% | $158,982-68.3% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 30.34% | 372.49%-342.2pp | 196.47%-166.1pp | 302.99%-272.7pp |
| Employer contribution / active EE | $2,679 | $3,334-19.6% | $2,689-0.4% | $4,763-43.8% |
| Participant deferral / active EE | $4,627 | $5,089-9.1% | $4,245+9.0% | $5,983-22.7% |
| Admin fee / account holder | $12,044 | $10,134+18.9% | $6,643+81.3% | $11,252+7.0% |