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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 | $49,101 | $72,071-31.9% | $68,368-28.2% | $137,256-64.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.68% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,340 | $2,788-16.1% | $2,649-11.7% | $4,156-43.7% |
| Participant deferral / active EE | $5,744 | $4,410+30.3% | $4,123+39.3% | $6,407-10.3% |
| Admin fee / account holder | $1,509 | $5,336-71.7% | $5,150-70.7% | $12,270-87.7% |