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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 | $47,611 | $183,592-74.1% | $155,567-69.4% | $145,959-67.4% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.0pp | 80.3%+15.0pp |
| Annual return | 12.68% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,592 | $5,315-32.4% | $4,674-23.2% | $4,661-22.9% |
| Participant deferral / active EE | $5,483 | $6,464-15.2% | $5,628-2.6% | $6,689-18.0% |
| Admin fee / account holder | $606 | $19,318-96.9% | $15,916-96.2% | $13,398-95.5% |