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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 | $58,537 | $99,079-40.9% | $78,002-25.0% | $273,972-78.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.5%+16.8pp | 83.0%+9.3pp |
| Annual return | 5.51% | 217.93%-212.4pp | 425.99%-420.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,325 | $3,308-29.7% | $2,470-5.9% | $4,869-52.2% |
| Participant deferral / active EE | $1,738 | $4,306-59.6% | $3,497-50.3% | $5,287-67.1% |
| Admin fee / account holder | $1,369 | $8,954-84.7% | $5,481-75.0% | $10,133-86.5% |