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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 | $50,451 | $112,131-55.0% | $95,964-47.4% | $158,982-68.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 15.09% | 171.19%-156.1pp | 91.64%-76.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $2,317 | $3,199-27.6% | $2,541-8.8% | $4,763-51.3% |
| Participant deferral / active EE | $3,843 | $4,784-19.7% | $4,167-7.8% | $5,983-35.8% |
| Admin fee / account holder | $3,443 | $10,136-66.0% | $6,797-49.3% | $11,252-69.4% |