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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 | $50,650 | $106,923-52.6% | $84,023-39.7% | $152,909-66.9% |
| Participation rate | 86.7% | 75.3%+11.4pp | 69.0%+17.6pp | 82.5%+4.2pp |
| Annual return | 12.96% | 105.02%-92.1pp | 71.32%-58.4pp | 345.46%-332.5pp |
| Employer contribution / active EE | $666 | $2,735-75.7% | $1,984-66.5% | $4,764-86.0% |
| Participant deferral / active EE | $1,013 | $4,013-74.8% | $3,239-68.7% | $5,851-82.7% |
| Admin fee / account holder | $15,961 | $8,289+92.6% | $6,102+161.6% | $11,601+37.6% |