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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 | $48,871 | $63,346-22.8% | $92,240-47.0% | $70,126-30.3% |
| Participation rate | 91.2% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 12.71% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $895 | $2,471-63.8% | $3,680-75.7% | $2,343-61.8% |
| Participant deferral / active EE | $2,094 | $2,854-26.6% | $3,897-46.3% | $3,332-37.1% |
| Admin fee / account holder | $1,326 | $3,841-65.5% | $5,194-74.5% | $4,645-71.5% |