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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 | $56,787 | $115,814-51.0% | $101,275-43.9% | $158,982-64.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 15.10% | 56.16%-41.1pp | 46.48%-31.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $2,327 | $4,176-44.3% | $3,660-36.4% | $4,763-51.2% |
| Participant deferral / active EE | $4,620 | $4,958-6.8% | $4,371+5.7% | $5,983-22.8% |
| Admin fee / account holder | $655 | $7,249-91.0% | $5,948-89.0% | $11,252-94.2% |