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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 | $85,071 | $107,368-20.8% | $92,915-8.4% | $152,909-44.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 16.57% | 145.64%-129.1pp | 109.45%-92.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,539 | $4,222-63.5% | $3,653-57.9% | $4,764-67.7% |
| Participant deferral / active EE | $3,172 | $4,848-34.6% | $4,238-25.2% | $5,851-45.8% |
| Admin fee / account holder | $4,597 | $7,082-35.1% | $5,796-20.7% | $11,601-60.4% |