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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 | $56,743 | $73,518-22.8% | $63,003-9.9% | $147,585-61.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 11.69% | 175.46%-163.8pp | 87.59%-75.9pp | 578.57%-566.9pp |
| Employer contribution / active EE | $2,507 | $3,322-24.5% | $2,760-9.2% | $4,876-48.6% |
| Participant deferral / active EE | $3,389 | $4,183-19.0% | $3,329+1.8% | $5,439-37.7% |
| Admin fee / account holder | $3,867 | $5,952-35.0% | $3,600+7.4% | $10,885-64.5% |