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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 | $49,745 | $100,895-50.7% | $90,430-45.0% | $158,950-68.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 15.57% | 1725.54%-1710.0pp | 1293.73%-1278.2pp | 302.91%-287.3pp |
| Employer contribution / active EE | $2,670 | $3,689-27.6% | $3,262-18.2% | $4,762-43.9% |
| Participant deferral / active EE | $4,535 | $4,347+4.3% | $3,963+14.5% | $5,983-24.2% |
| Admin fee / account holder | $1,474 | $6,505-77.3% | $5,613-73.7% | $11,248-86.9% |