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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 | $53,864 | $88,672-39.3% | $105,223-48.8% | $82,448-34.7% |
| Participation rate | 92.5% | 67.9%+24.6pp | 75.0%+17.5pp | 68.1%+24.5pp |
| Annual return | 19.80% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $6,017 | $3,048+97.4% | $3,689+63.1% | $2,551+135.9% |
| Participant deferral / active EE | $3,132 | $4,036-22.4% | $5,072-38.3% | $4,139-24.3% |
| Admin fee / account holder | $1,293 | $7,146-81.9% | $8,859-85.4% | $7,234-82.1% |