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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 | $49,298 | $162,529-69.7% | $130,788-62.3% | $154,746-68.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 21.06% | 510.48%-489.4pp | 386.44%-365.4pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,226 | $4,447-49.9% | $3,558-37.4% | $4,379-49.2% |
| Participant deferral / active EE | $6,759 | $4,808+40.6% | $4,137+63.4% | $6,730+0.4% |
| Admin fee / account holder | $321 | $7,669-95.8% | $6,673-95.2% | $14,365-97.8% |