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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 | $43,314 | $112,915-61.6% | $90,965-52.4% | $158,950-72.8% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 9.83% | 215.75%-205.9pp | 134.57%-124.7pp | 302.91%-293.1pp |
| Employer contribution / active EE | $992 | $2,894-65.7% | $2,122-53.2% | $4,762-79.2% |
| Participant deferral / active EE | $2,168 | $4,128-47.5% | $3,373-35.7% | $5,983-63.8% |
| Admin fee / account holder | $4,455 | $8,044-44.6% | $5,960-25.2% | $11,248-60.4% |