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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 | $46,677 | $115,814-59.7% | $101,275-53.9% | $158,982-70.6% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 28.53% | 56.16%-27.6pp | 46.48%-18.0pp | 302.99%-274.5pp |
| Employer contribution / active EE | $2,223 | $4,176-46.8% | $3,660-39.3% | $4,763-53.3% |
| Participant deferral / active EE | $7,783 | $4,958+57.0% | $4,371+78.1% | $5,983+30.1% |
| Admin fee / account holder | $2,139 | $7,249-70.5% | $5,948-64.0% | $11,252-81.0% |