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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 | $52,141 | $111,878-53.4% | $93,727-44.4% | $145,897-64.3% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+18.0pp | 80.3%+6.4pp |
| Annual return | 10.23% | 204.28%-194.0pp | 133.83%-123.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $939 | $3,092-69.6% | $2,421-61.2% | $4,663-79.9% |
| Participant deferral / active EE | $3,731 | $4,920-24.2% | $4,417-15.5% | $6,689-44.2% |
| Admin fee / account holder | $5,188 | $10,256-49.4% | $8,292-37.4% | $13,390-61.3% |