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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 | $58,800 | $166,242-64.6% | $165,071-64.4% | $145,884-59.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.86% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,041 | $5,283-61.4% | $4,347-53.1% | $4,662-56.2% |
| Participant deferral / active EE | $4,407 | $6,964-36.7% | $6,035-27.0% | $6,690-34.1% |
| Admin fee / account holder | $1,401 | $16,658-91.6% | $12,695-89.0% | $13,392-89.5% |