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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 | $50,751 | $109,908-53.8% | $97,161-47.8% | $145,978-65.2% |
| Participation rate | 88.2% | 75.9%+12.3pp | 72.7%+15.5pp | 80.3%+7.9pp |
| Annual return | 8.40% | 243.80%-235.4pp | 75.36%-67.0pp | 550.52%-542.1pp |
| Employer contribution / active EE | $7,131 | $3,077+131.7% | $2,723+161.8% | $4,662+53.0% |
| Participant deferral / active EE | $4,422 | $4,679-5.5% | $4,265+3.7% | $6,690-33.9% |
| Admin fee / account holder | $465 | $6,213-92.5% | $5,647-91.8% | $13,400-96.5% |