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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 | $50,963 | $100,060-49.1% | $149,721-66.0% | $70,126-27.3% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.1%+2.7pp | 69.5%+20.3pp |
| Annual return | 40.69% | 27.46%+13.2pp | 1501.67%-1461.0pp | 73.15%-32.5pp |
| Employer contribution / active EE | $3,151 | $3,661-13.9% | $5,444-42.1% | $2,343+34.5% |
| Participant deferral / active EE | $11,819 | $4,982+137.2% | $6,568+79.9% | $3,332+254.7% |
| Admin fee / account holder | $4,795 | $8,285-42.1% | $11,282-57.5% | $4,645+3.2% |