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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 | $50,739 | $72,071-29.6% | $68,368-25.8% | $137,256-63.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 21.83% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,618 | $2,788-6.1% | $2,649-1.2% | $4,156-37.0% |
| Participant deferral / active EE | $6,977 | $4,410+58.2% | $4,123+69.2% | $6,407+8.9% |
| Admin fee / account holder | $489 | $5,336-90.8% | $5,150-90.5% | $12,270-96.0% |