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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 | $52,546 | $226,105-76.8% | $182,540-71.2% | $152,897-65.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 17.74% | 192.58%-174.8pp | 148.58%-130.8pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,631 | $4,978-67.2% | $4,076-60.0% | $4,764-65.8% |
| Participant deferral / active EE | $2,800 | $6,370-56.0% | $5,525-49.3% | $5,851-52.1% |
| Admin fee / account holder | $10,075 | $10,706-5.9% | $8,593+17.2% | $11,599-13.1% |