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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 | $47,619 | $107,363-55.6% | $92,909-48.7% | $152,897-68.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 27.87% | 145.63%-117.8pp | 109.44%-81.6pp | 345.43%-317.6pp |
| Employer contribution / active EE | $2,676 | $4,222-36.6% | $3,653-26.8% | $4,764-43.8% |
| Participant deferral / active EE | $3,547 | $4,848-26.8% | $4,238-16.3% | $5,851-39.4% |
| Admin fee / account holder | $3,192 | $7,082-54.9% | $5,795-44.9% | $11,599-72.5% |