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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 | $46,740 | $118,695-60.6% | $98,916-52.7% | $158,950-70.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 76.0%+12.2pp | 82.0%+6.3pp |
| Annual return | 10.34% | 372.39%-362.1pp | 196.45%-186.1pp | 302.91%-292.6pp |
| Employer contribution / active EE | $1,498 | $3,333-55.1% | $2,689-44.3% | $4,762-68.5% |
| Participant deferral / active EE | $3,186 | $5,088-37.4% | $4,245-24.9% | $5,983-46.7% |
| Admin fee / account holder | $20,512 | $10,132+102.4% | $6,642+208.8% | $11,248+82.4% |