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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 | $47,333 | $104,937-54.9% | $84,628-44.1% | $152,897-69.0% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 27.45% | 373.88%-346.4pp | 258.80%-231.3pp | 345.43%-318.0pp |
| Employer contribution / active EE | $1,436 | $3,303-56.5% | $2,653-45.9% | $4,764-69.9% |
| Participant deferral / active EE | $2,724 | $4,690-41.9% | $3,900-30.2% | $5,851-53.5% |
| Admin fee / account holder | $520 | $6,243-91.7% | $4,914-89.4% | $11,599-95.5% |