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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 | $48,676 | $112,933-56.9% | $90,970-46.5% | $158,982-69.4% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 22.86% | 215.82%-193.0pp | 134.60%-111.7pp | 302.99%-280.1pp |
| Employer contribution / active EE | $770 | $2,893-73.4% | $2,122-63.7% | $4,763-83.8% |
| Participant deferral / active EE | $2,757 | $4,128-33.2% | $3,373-18.3% | $5,983-53.9% |
| Admin fee / account holder | $7,077 | $8,047-12.0% | $5,961+18.7% | $11,252-37.1% |