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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 | $48,267 | $99,079-51.3% | $78,002-38.1% | $273,972-82.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 6.07% | 217.93%-211.9pp | 425.99%-419.9pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,987 | $3,308-39.9% | $2,470-19.6% | $4,869-59.2% |
| Participant deferral / active EE | $3,588 | $4,306-16.7% | $3,497+2.6% | $5,287-32.1% |
| Admin fee / account holder | $1,134 | $8,954-87.3% | $5,481-79.3% | $10,133-88.8% |