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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 | $47,841 | $176,105-72.8% | $159,474-70.0% | $167,536-71.4% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 19.31% | 331.91%-312.6pp | 263.68%-244.4pp | 478.82%-459.5pp |
| Employer contribution / active EE | $2,295 | $5,299-56.7% | $4,831-52.5% | $4,839-52.6% |
| Participant deferral / active EE | $8,984 | $7,751+15.9% | $7,353+22.2% | $6,342+41.7% |
| Admin fee / account holder | $3,651 | $12,559-70.9% | $10,802-66.2% | $12,315-70.4% |