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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 | $48,990 | $55,423-11.6% | $155,602-68.5% | $74,400-34.2% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 35.18% | 269.07%-233.9pp | 64.81%-29.6pp | 1367.51%-1332.3pp |
| Employer contribution / active EE | $3,531 | $2,266+55.8% | $4,675-24.5% | $2,624+34.5% |
| Participant deferral / active EE | $6,322 | $2,835+123.0% | $5,629+12.3% | $4,348+45.4% |
| Admin fee / account holder | $1,396 | $1,744-20.0% | $15,923-91.2% | $1,944-28.2% |