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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 | $23,917 | $111,535-78.6% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 51.07% | 237.85%-186.8pp | 180.65%-129.6pp | 220.34%-169.3pp |
| Employer contribution / active EE | $1,995 | $3,939-49.4% | $3,689-45.9% | $4,156-52.0% |
| Participant deferral / active EE | $3,689 | $5,500-32.9% | $5,072-27.3% | $6,407-42.4% |
| Admin fee / account holder | $4,810 | $9,721-50.5% | $8,859-45.7% | $12,270-60.8% |