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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 | $45,383 | $112,933-59.8% | $90,970-50.1% | $158,982-71.5% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 10.11% | 215.82%-205.7pp | 134.60%-124.5pp | 302.99%-292.9pp |
| Employer contribution / active EE | $2,132 | $2,893-26.3% | $2,122+0.5% | $4,763-55.2% |
| Participant deferral / active EE | $3,857 | $4,128-6.6% | $3,373+14.4% | $5,983-35.5% |
| Admin fee / account holder | $6,427 | $8,047-20.1% | $5,961+7.8% | $11,252-42.9% |