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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 | $58,756 | $102,595-42.7% | $94,057-37.5% | $154,746-62.0% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 80.7%+14.5pp |
| Annual return | 15.98% | 583.42%-567.4pp | 480.62%-464.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,208 | $3,147-29.8% | $2,933-24.7% | $4,379-49.6% |
| Participant deferral / active EE | $5,885 | $5,118+15.0% | $4,709+25.0% | $6,730-12.6% |
| Admin fee / account holder | $12,074 | $7,736+56.1% | $7,244+66.7% | $14,365-15.9% |