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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 | $66,219 | $111,830-40.8% | $93,696-29.3% | $145,884-54.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 11.68% | 204.08%-192.4pp | 133.74%-122.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,209 | $3,093-60.9% | $2,422-50.1% | $4,662-74.1% |
| Participant deferral / active EE | $1,799 | $4,920-63.4% | $4,417-59.3% | $6,690-73.1% |
| Admin fee / account holder | $2,938 | $10,249-71.3% | $8,287-64.5% | $13,392-78.1% |