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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 | $58,942 | $103,008-42.8% | $90,304-34.7% | $152,897-61.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 18.93% | 95.22%-76.3pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $965 | $3,139-69.3% | $2,855-66.2% | $4,764-79.7% |
| Participant deferral / active EE | $4,339 | $4,281+1.3% | $3,885+11.7% | $5,851-25.8% |
| Admin fee / account holder | $2,603 | $6,175-57.9% | $5,354-51.4% | $11,599-77.6% |