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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 | $58,416 | $115,814-49.6% | $101,275-42.3% | $158,982-63.3% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 15.10% | 56.16%-41.1pp | 46.48%-31.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $7,065 | $4,176+69.2% | $3,660+93.0% | $4,763+48.3% |
| Participant deferral / active EE | $3,504 | $4,958-29.3% | $4,371-19.8% | $5,983-41.4% |
| Admin fee / account holder | $494 | $7,249-93.2% | $5,948-91.7% | $11,252-95.6% |