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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 | $51,072 | $112,121-54.4% | $95,960-46.8% | $158,966-67.9% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 11.10% | 171.16%-160.1pp | 91.63%-80.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $6,025 | $3,199+88.3% | $2,541+137.1% | $4,762+26.5% |
| Participant deferral / active EE | $1,798 | $4,784-62.4% | $4,167-56.8% | $5,983-69.9% |
| Admin fee / account holder | $1,105 | $10,135-89.1% | $6,797-83.7% | $11,250-90.2% |