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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 | $52,666 | $73,546-28.4% | $63,018-16.4% | $147,586-64.3% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 11.90% | 175.56%-163.7pp | 87.62%-75.7pp | 578.59%-566.7pp |
| Employer contribution / active EE | $2,542 | $3,324-23.5% | $2,761-7.9% | $4,876-47.9% |
| Participant deferral / active EE | $1,420 | $4,185-66.1% | $3,330-57.4% | $5,439-73.9% |
| Admin fee / account holder | $1,598 | $5,956-73.2% | $3,601-55.6% | $10,886-85.3% |