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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 | $54,612 | $103,038-47.0% | $90,324-39.5% | $152,909-64.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 23.19% | 95.25%-72.1pp | 78.15%-55.0pp | 345.46%-322.3pp |
| Employer contribution / active EE | $7,528 | $3,141+139.7% | $2,856+163.6% | $4,764+58.0% |
| Participant deferral / active EE | $6,412 | $4,282+49.7% | $3,885+65.0% | $5,851+9.6% |
| Admin fee / account holder | $2,607 | $6,177-57.8% | $5,356-51.3% | $11,601-77.5% |