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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 | $70,200 | $98,776-28.9% | $149,745-53.1% | $79,856-12.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 46.04% | 27.38%+18.7pp | 276.72%-230.7pp | 31.71%+14.3pp |
| Employer contribution / active EE | $648 | $3,217-79.8% | $4,646-86.0% | $2,471-73.8% |
| Participant deferral / active EE | $2,938 | $5,681-48.3% | $6,843-57.1% | $3,741-21.5% |
| Admin fee / account holder | $2,459 | $6,053-59.4% | $9,312-73.6% | $5,306-53.7% |