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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 | $48,714 | $129,737-62.5% | $119,126-59.1% | $154,746-68.5% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 15.59% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,816 | $4,375-58.5% | $4,034-55.0% | $4,379-58.5% |
| Participant deferral / active EE | $3,025 | $5,842-48.2% | $5,318-43.1% | $6,730-55.1% |
| Admin fee / account holder | $757 | $11,961-93.7% | $10,693-92.9% | $14,365-94.7% |