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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 | $55,036 | $107,363-48.7% | $92,909-40.8% | $152,897-64.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 23.27% | 145.63%-122.4pp | 109.44%-86.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,810 | $4,222-57.1% | $3,653-50.5% | $4,764-62.0% |
| Participant deferral / active EE | $3,664 | $4,848-24.4% | $4,238-13.5% | $5,851-37.4% |
| Admin fee / account holder | $488 | $7,082-93.1% | $5,795-91.6% | $11,599-95.8% |