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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 | $46,266 | $121,701-62.0% | $104,639-55.8% | $158,982-70.9% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+8.9pp |
| Annual return | 17.98% | 465.72%-447.7pp | 340.67%-322.7pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,236 | $3,165-29.4% | $2,682-16.6% | $4,763-53.0% |
| Participant deferral / active EE | $6,299 | $4,176+50.8% | $3,738+68.5% | $5,983+5.3% |
| Admin fee / account holder | $830 | $7,778-89.3% | $6,465-87.2% | $11,252-92.6% |