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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 | $51,177 | $104,937-51.2% | $84,628-39.5% | $152,897-66.5% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 22.19% | 373.88%-351.7pp | 258.80%-236.6pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,753 | $3,303-16.6% | $2,653+3.8% | $4,764-42.2% |
| Participant deferral / active EE | $4,652 | $4,690-0.8% | $3,900+19.3% | $5,851-20.5% |
| Admin fee / account holder | $8,444 | $6,243+35.2% | $4,914+71.8% | $11,599-27.2% |