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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 | $47,923 | $68,097-29.6% | $62,929-23.8% | $137,256-65.1% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 12.54% | 1859.11%-1846.6pp | 1063.93%-1051.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,448 | $2,811-48.5% | $2,505-42.2% | $4,156-65.2% |
| Participant deferral / active EE | $4,823 | $4,553+5.9% | $3,888+24.0% | $6,407-24.7% |
| Admin fee / account holder | $8,895 | $6,521+36.4% | $5,065+75.6% | $12,270-27.5% |