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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 | $43,987 | $162,812-73.0% | $133,971-67.2% | $158,966-72.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 60.14% | 41.94%+18.2pp | 45.09%+15.0pp | 302.95%-242.8pp |
| Employer contribution / active EE | $2,187 | $4,976-56.0% | $3,919-44.2% | $4,762-54.1% |
| Participant deferral / active EE | $3,241 | $5,910-45.2% | $5,047-35.8% | $5,983-45.8% |
| Admin fee / account holder | $1,107 | $11,741-90.6% | $8,929-87.6% | $11,250-90.2% |