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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 | $49,268 | $175,257-71.9% | $149,717-67.1% | $139,456-64.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.98% | 166.70%-148.7pp | 134.41%-116.4pp | 373.45%-355.5pp |
| Employer contribution / active EE | $2,847 | $5,477-48.0% | $4,820-40.9% | $4,753-40.1% |
| Participant deferral / active EE | $5,656 | $6,521-13.3% | $5,682-0.5% | $6,711-15.7% |
| Admin fee / account holder | $2,534 | $16,156-84.3% | $13,213-80.8% | $11,407-77.8% |