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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 | $54,444 | $144,124-62.2% | $117,857-53.8% | $147,585-63.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 15.38% | 531.17%-515.8pp | 335.09%-319.7pp | 578.56%-563.2pp |
| Employer contribution / active EE | $13,560 | $4,897+176.9% | $3,786+258.1% | $4,876+178.1% |
| Participant deferral / active EE | $5,055 | $5,316-4.9% | $4,482+12.8% | $5,439-7.1% |
| Admin fee / account holder | $3,408 | $10,886-68.7% | $8,020-57.5% | $10,885-68.7% |