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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 | $49,184 | $112,935-56.4% | $90,970-45.9% | $158,966-69.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 13.07% | 215.79%-202.7pp | 134.58%-121.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $2,663 | $2,895-8.0% | $2,122+25.4% | $4,762-44.1% |
| Participant deferral / active EE | $7,238 | $4,129+75.3% | $3,373+114.6% | $5,983+21.0% |
| Admin fee / account holder | $3,872 | $8,045-51.9% | $5,960-35.0% | $11,250-65.6% |