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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 | $45,313 | $99,079-54.3% | $78,002-41.9% | $273,972-83.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 8.91% | 217.93%-209.0pp | 425.99%-417.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,055 | $3,308-37.9% | $2,470-16.8% | $4,869-57.8% |
| Participant deferral / active EE | $4,885 | $4,306+13.4% | $3,497+39.7% | $5,287-7.6% |
| Admin fee / account holder | $2,275 | $8,954-74.6% | $5,481-58.5% | $10,133-77.5% |