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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 | $47,373 | $115,814-59.1% | $101,275-53.2% | $158,982-70.2% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 25.83% | 56.16%-30.3pp | 46.48%-20.6pp | 302.99%-277.2pp |
| Employer contribution / active EE | $2,727 | $4,176-34.7% | $3,660-25.5% | $4,763-42.7% |
| Participant deferral / active EE | $5,856 | $4,958+18.1% | $4,371+34.0% | $5,983-2.1% |
| Admin fee / account holder | $952 | $7,249-86.9% | $5,948-84.0% | $11,252-91.5% |