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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 | $49,396 | $102,422-51.8% | $147,117-66.4% | $80,959-39.0% |
| Participation rate | 92.8% | 75.9%+16.9pp | 82.2%+10.6pp | 67.7%+25.1pp |
| Annual return | 31.11% | 135.16%-104.0pp | 420.54%-389.4pp | 35.67%-4.6pp |
| Employer contribution / active EE | $2,700 | $3,717-27.4% | $4,932-45.3% | $2,757-2.1% |
| Participant deferral / active EE | $14,034 | $6,652+111.0% | $8,065+74.0% | $4,300+226.3% |
| Admin fee / account holder | $1,454 | $7,953-81.7% | $12,993-88.8% | $6,925-79.0% |