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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 | $45,854 | $232,540-80.3% | $185,117-75.2% | $147,586-68.9% |
| Participation rate | 94.7% | 82.4%+12.4pp | 77.3%+17.5pp | 82.8%+11.9pp |
| Annual return | 13.32% | 43.03%-29.7pp | 40.50%-27.2pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,098 | $5,195-78.9% | $4,182-73.7% | $4,876-77.5% |
| Participant deferral / active EE | $2,371 | $5,834-59.4% | $5,045-53.0% | $5,439-56.4% |
| Admin fee / account holder | $5,334 | $10,275-48.1% | $8,159-34.6% | $10,886-51.0% |