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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 | $60,544 | $112,935-46.4% | $90,970-33.4% | $158,966-61.9% |
| Participation rate | 88.9% | 74.7%+14.1pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 18.29% | 215.79%-197.5pp | 134.58%-116.3pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,644 | $2,895-43.2% | $2,122-22.5% | $4,762-65.5% |
| Participant deferral / active EE | $3,165 | $4,129-23.3% | $3,373-6.2% | $5,983-47.1% |
| Admin fee / account holder | $504 | $8,045-93.7% | $5,960-91.5% | $11,250-95.5% |