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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 | $50,250 | $118,708-57.7% | $98,920-49.2% | $158,966-68.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 18.15% | 372.49%-354.3pp | 196.47%-178.3pp | 302.95%-284.8pp |
| Employer contribution / active EE | $2,044 | $3,334-38.7% | $2,689-24.0% | $4,762-57.1% |
| Participant deferral / active EE | $3,128 | $5,089-38.5% | $4,245-26.3% | $5,983-47.7% |
| Admin fee / account holder | $1,266 | $10,134-87.5% | $6,643-80.9% | $11,250-88.7% |