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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 | $47,058 | $146,267-67.8% | $197,124-76.1% | $82,448-42.9% |
| Participation rate | 87.9% | 84.0%+3.9pp | 86.7%+1.2pp | 68.1%+19.8pp |
| Annual return | 532.60% | 29.61%+503.0pp | 44.34%+488.3pp | 41.64%+491.0pp |
| Employer contribution / active EE | $2,110 | $4,723-55.3% | $6,227-66.1% | $2,551-17.3% |
| Participant deferral / active EE | $5,552 | $7,035-21.1% | $9,135-39.2% | $4,139+34.1% |
| Admin fee / account holder | $602 | $14,422-95.8% | $16,298-96.3% | $7,234-91.7% |