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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 | $63,026 | $111,878-43.7% | $93,727-32.8% | $145,897-56.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 13.44% | 204.28%-190.8pp | 133.83%-120.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,279 | $3,092-58.7% | $2,421-47.2% | $4,663-72.6% |
| Participant deferral / active EE | $1,947 | $4,920-60.4% | $4,417-55.9% | $6,689-70.9% |
| Admin fee / account holder | $507 | $10,256-95.1% | $8,292-93.9% | $13,390-96.2% |