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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 | $48,144 | $105,210-54.2% | $159,487-69.8% | $85,851-43.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 16.96% | 45.08%-28.1pp | 263.71%-246.7pp | 318.63%-301.7pp |
| Employer contribution / active EE | $1,887 | $3,319-43.2% | $4,831-60.9% | $2,565-26.5% |
| Participant deferral / active EE | $5,047 | $5,946-15.1% | $7,354-31.4% | $3,952+27.7% |
| Admin fee / account holder | $1,150 | $6,934-83.4% | $10,804-89.4% | $6,261-81.6% |