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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 | $57,543 | $112,933-49.0% | $90,970-36.7% | $158,982-63.8% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 25.76% | 215.82%-190.1pp | 134.60%-108.8pp | 302.99%-277.2pp |
| Employer contribution / active EE | $1,307 | $2,893-54.8% | $2,122-38.4% | $4,763-72.6% |
| Participant deferral / active EE | $1,845 | $4,128-55.3% | $3,373-45.3% | $5,983-69.2% |
| Admin fee / account holder | $915 | $8,047-88.6% | $5,961-84.7% | $11,252-91.9% |