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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 | $48,647 | $175,259-72.2% | $149,723-67.5% | $139,487-65.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.85% | 166.82%-147.0pp | 134.50%-114.6pp | 373.84%-354.0pp |
| Employer contribution / active EE | $1,866 | $5,478-65.9% | $4,821-61.3% | $4,755-60.8% |
| Participant deferral / active EE | $3,770 | $6,522-42.2% | $5,682-33.6% | $6,713-43.8% |
| Admin fee / account holder | $1,343 | $16,158-91.7% | $13,215-89.8% | $11,407-88.2% |