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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 | $48,313 | $111,878-56.8% | $93,727-48.5% | $145,897-66.9% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.3pp |
| Annual return | 15.06% | 204.28%-189.2pp | 133.83%-118.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,661 | $3,092-46.3% | $2,421-31.4% | $4,663-64.4% |
| Participant deferral / active EE | $3,546 | $4,920-27.9% | $4,417-19.7% | $6,689-47.0% |
| Admin fee / account holder | $2,194 | $10,256-78.6% | $8,292-73.5% | $13,390-83.6% |