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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 | $47,536 | $104,937-54.7% | $84,628-43.8% | $152,897-68.9% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.5%+6.4pp |
| Annual return | 25.41% | 373.88%-348.5pp | 258.80%-233.4pp | 345.43%-320.0pp |
| Employer contribution / active EE | $2,251 | $3,303-31.8% | $2,653-15.1% | $4,764-52.7% |
| Participant deferral / active EE | $4,286 | $4,690-8.6% | $3,900+9.9% | $5,851-26.7% |
| Admin fee / account holder | $435 | $6,243-93.0% | $4,914-91.2% | $11,599-96.3% |