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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 | $45,801 | $175,231-73.9% | $149,696-69.4% | $139,466-67.2% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 17.93% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,617 | $5,478-70.5% | $4,821-66.5% | $4,754-66.0% |
| Participant deferral / active EE | $4,550 | $6,521-30.2% | $5,682-19.9% | $6,712-32.2% |
| Admin fee / account holder | $1,898 | $16,155-88.2% | $13,212-85.6% | $11,409-83.4% |