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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 | $55,021 | $105,200-47.7% | $159,474-65.5% | $85,847-35.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 21.94% | 45.08%-23.1pp | 263.68%-241.7pp | 318.61%-296.7pp |
| Employer contribution / active EE | $2,242 | $3,319-32.4% | $4,831-53.6% | $2,565-12.6% |
| Participant deferral / active EE | $4,795 | $5,946-19.4% | $7,353-34.8% | $3,952+21.3% |
| Admin fee / account holder | $2,187 | $6,934-68.5% | $10,802-79.8% | $6,261-65.1% |