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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 | $50,689 | $109,411-53.7% | $89,435-43.3% | $158,982-68.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 13.21% | 345.68%-332.5pp | 245.55%-232.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,271 | $3,173-28.4% | $2,587-12.2% | $4,763-52.3% |
| Participant deferral / active EE | $6,580 | $4,600+43.1% | $3,890+69.1% | $5,983+10.0% |
| Admin fee / account holder | $1,947 | $6,159-68.4% | $4,884-60.1% | $11,252-82.7% |