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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 | $49,585 | $112,935-56.1% | $90,970-45.5% | $158,966-68.8% |
| Participation rate | 88.9% | 74.7%+14.1pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 11.75% | 215.79%-204.0pp | 134.58%-122.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $11,111 | $2,895+283.9% | $2,122+423.5% | $4,762+133.3% |
| Participant deferral / active EE | $1,591 | $4,129-61.5% | $3,373-52.8% | $5,983-73.4% |
| Admin fee / account holder | $1,739 | $8,045-78.4% | $5,960-70.8% | $11,250-84.5% |