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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 | $66,214 | $100,911-34.4% | $90,440-26.8% | $158,966-58.3% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.2pp |
| Annual return | 15.42% | 1726.62%-1711.2pp | 1294.38%-1279.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $2,395 | $3,690-35.1% | $3,263-26.6% | $4,762-49.7% |
| Participant deferral / active EE | $1,936 | $4,348-55.5% | $3,964-51.1% | $5,983-67.6% |
| Admin fee / account holder | $1,712 | $6,507-73.7% | $5,615-69.5% | $11,250-84.8% |