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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 | $46,130 | $103,008-55.2% | $90,304-48.9% | $152,897-69.8% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 11.49% | 95.22%-83.7pp | 78.13%-66.6pp | 345.43%-333.9pp |
| Employer contribution / active EE | $2,975 | $3,139-5.3% | $2,855+4.2% | $4,764-37.6% |
| Participant deferral / active EE | $2,456 | $4,281-42.6% | $3,885-36.8% | $5,851-58.0% |
| Admin fee / account holder | $17,039 | $6,175+175.9% | $5,354+218.2% | $11,599+46.9% |