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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 | $53,699 | $111,830-52.0% | $93,696-42.7% | $145,884-63.2% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 15.03% | 204.08%-189.0pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,674 | $3,093+51.1% | $2,422+93.0% | $4,662+0.3% |
| Participant deferral / active EE | $4,286 | $4,920-12.9% | $4,417-3.0% | $6,690-35.9% |
| Admin fee / account holder | $345 | $10,249-96.6% | $8,287-95.8% | $13,392-97.4% |