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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 | $53,226 | $107,353-50.4% | $92,903-42.7% | $152,885-65.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 19.81% | 145.62%-125.8pp | 109.43%-89.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $2,278 | $4,222-46.0% | $3,653-37.6% | $4,763-52.2% |
| Participant deferral / active EE | $4,786 | $4,848-1.3% | $4,238+12.9% | $5,851-18.2% |
| Admin fee / account holder | $2,193 | $7,081-69.0% | $5,795-62.2% | $11,598-81.1% |