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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 | $48,074 | $166,089-71.1% | $164,928-70.9% | $145,978-67.1% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 17.48% | 100.26%-82.8pp | 70.08%-52.6pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,313 | $5,276-56.2% | $4,343-46.8% | $4,662-50.4% |
| Participant deferral / active EE | $3,296 | $6,961-52.6% | $6,034-45.4% | $6,690-50.7% |
| Admin fee / account holder | $2,101 | $16,641-87.4% | $12,684-83.4% | $13,400-84.3% |