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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 | $55,812 | $112,933-50.6% | $90,970-38.6% | $158,982-64.9% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 14.88% | 215.82%-200.9pp | 134.60%-119.7pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,329 | $2,893-19.5% | $2,122+9.8% | $4,763-51.1% |
| Participant deferral / active EE | $2,517 | $4,128-39.0% | $3,373-25.4% | $5,983-57.9% |
| Admin fee / account holder | $38,411 | $8,047+377.4% | $5,961+544.4% | $11,252+241.4% |