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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 | $53,393 | $112,933-52.7% | $90,970-41.3% | $158,982-66.4% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 13.00% | 215.82%-202.8pp | 134.60%-121.6pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,972 | $2,893-31.9% | $2,122-7.1% | $4,763-58.6% |
| Participant deferral / active EE | $4,539 | $4,128+10.0% | $3,373+34.6% | $5,983-24.1% |
| Admin fee / account holder | $1,717 | $8,047-78.7% | $5,961-71.2% | $11,252-84.7% |