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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 | $51,912 | $90,397-42.6% | $76,002-31.7% | $145,959-64.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 13.21% | 621.97%-608.8pp | 360.07%-346.9pp | 561.95%-548.7pp |
| Employer contribution / active EE | $6,726 | $3,317+102.7% | $2,688+150.2% | $4,661+44.3% |
| Participant deferral / active EE | $5,015 | $5,163-2.9% | $4,257+17.8% | $6,689-25.0% |
| Admin fee / account holder | $324 | $8,369-96.1% | $6,414-94.9% | $13,398-97.6% |