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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 | $46,948 | $112,131-58.1% | $95,964-51.1% | $158,982-70.5% |
| Participation rate | 95.2% | 79.0%+16.2pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 16.90% | 171.19%-154.3pp | 91.64%-74.7pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,541 | $3,199-20.6% | $2,5410% | $4,763-46.7% |
| Participant deferral / active EE | $7,032 | $4,784+47.0% | $4,167+68.8% | $5,983+17.5% |
| Admin fee / account holder | $4,474 | $10,136-55.9% | $6,797-34.2% | $11,252-60.2% |