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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 | $47,394 | $125,190-62.1% | $105,624-55.1% | $145,897-67.5% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 11.97% | 225.22%-213.3pp | 116.20%-104.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,754 | $3,720-52.9% | $3,168-44.6% | $4,663-62.4% |
| Participant deferral / active EE | $2,360 | $5,716-58.7% | $5,013-52.9% | $6,689-64.7% |
| Admin fee / account holder | $347 | $17,138-98.0% | $10,961-96.8% | $13,390-97.4% |