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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 | $46,580 | $98,766-52.8% | $149,730-68.9% | $79,852-41.7% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 45.37% | 27.43%+17.9pp | 276.70%-231.3pp | 31.72%+13.7pp |
| Employer contribution / active EE | $715 | $3,217-77.8% | $4,645-84.6% | $2,471-71.1% |
| Participant deferral / active EE | $11,573 | $5,681+103.7% | $6,843+69.1% | $3,740+209.4% |
| Admin fee / account holder | $3,917 | $6,052-35.3% | $9,310-57.9% | $5,306-26.2% |