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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 | $51,169 | $103,038-50.3% | $90,324-43.3% | $152,909-66.5% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | 30.19% | 95.25%-65.1pp | 78.15%-48.0pp | 345.46%-315.3pp |
| Employer contribution / active EE | $1,180 | $3,141-62.4% | $2,856-58.7% | $4,764-75.2% |
| Participant deferral / active EE | $14,466 | $4,282+237.8% | $3,885+272.3% | $5,851+147.2% |
| Admin fee / account holder | $9,310 | $6,177+50.7% | $5,356+73.8% | $11,601-19.7% |