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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 | $52,211 | $125,184-58.3% | $105,607-50.6% | $145,884-64.2% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+0.9pp |
| Annual return | 12.85% | 225.00%-212.2pp | 116.11%-103.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,000 | $3,720-46.2% | $3,167-36.8% | $4,662-57.1% |
| Participant deferral / active EE | $4,042 | $5,714-29.3% | $5,011-19.3% | $6,690-39.6% |
| Admin fee / account holder | $773 | $17,133-95.5% | $10,958-93.0% | $13,392-94.2% |