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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 | $48,653 | $175,259-72.2% | $149,723-67.5% | $139,487-65.1% |
| Participation rate | 95.8% | 83.4%+12.4pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 31.55% | 166.82%-135.3pp | 134.50%-103.0pp | 373.84%-342.3pp |
| Employer contribution / active EE | $1,955 | $5,478-64.3% | $4,821-59.4% | $4,755-58.9% |
| Participant deferral / active EE | $5,991 | $6,522-8.1% | $5,682+5.4% | $6,713-10.8% |
| Admin fee / account holder | $1,450 | $16,158-91.0% | $13,215-89.0% | $11,407-87.3% |