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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 | $46,204 | $112,121-58.8% | $95,960-51.9% | $158,966-70.9% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 17.30% | 171.16%-153.9pp | 91.63%-74.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,440 | $3,199-55.0% | $2,541-43.4% | $4,762-69.8% |
| Participant deferral / active EE | $3,243 | $4,784-32.2% | $4,167-22.2% | $5,983-45.8% |
| Admin fee / account holder | $511 | $10,135-95.0% | $6,797-92.5% | $11,250-95.5% |