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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 | $46,754 | $73,546-36.4% | $63,018-25.8% | $147,586-68.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 19.51% | 175.56%-156.1pp | 87.62%-68.1pp | 578.59%-559.1pp |
| Employer contribution / active EE | $2,311 | $3,324-30.5% | $2,761-16.3% | $4,876-52.6% |
| Participant deferral / active EE | $3,481 | $4,185-16.8% | $3,330+4.5% | $5,439-36.0% |
| Admin fee / account holder | $1,486 | $5,956-75.1% | $3,601-58.7% | $10,886-86.4% |