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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 | $50,316 | $104,953-52.1% | $84,637-40.6% | $152,909-67.1% |
| Participation rate | 81.0% | 74.8%+6.1pp | 68.2%+12.7pp | 82.5%-1.5pp |
| Annual return | 25.54% | 373.94%-348.4pp | 258.82%-233.3pp | 345.46%-319.9pp |
| Employer contribution / active EE | $2,385 | $3,304-27.8% | $2,653-10.1% | $4,764-49.9% |
| Participant deferral / active EE | $7,411 | $4,691+58.0% | $3,900+90.0% | $5,851+26.7% |
| Admin fee / account holder | $6,562 | $6,244+5.1% | $4,914+33.5% | $11,601-43.4% |