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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 | $78,883 | $112,112-29.6% | $95,956-17.8% | $158,950-50.4% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 14.73% | 171.15%-156.4pp | 91.63%-76.9pp | 302.91%-288.2pp |
| Employer contribution / active EE | $907 | $3,199-71.6% | $2,541-64.3% | $4,762-80.9% |
| Participant deferral / active EE | $3,105 | $4,784-35.1% | $4,167-25.5% | $5,983-48.1% |
| Admin fee / account holder | $1,565 | $10,134-84.6% | $6,797-77.0% | $11,248-86.1% |