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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 | $46,702 | $176,105-73.5% | $159,474-70.7% | $167,536-72.1% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 20.35% | 331.91%-311.6pp | 263.68%-243.3pp | 478.82%-458.5pp |
| Employer contribution / active EE | $2,691 | $5,299-49.2% | $4,831-44.3% | $4,839-44.4% |
| Participant deferral / active EE | $8,216 | $7,751+6.0% | $7,353+11.7% | $6,342+29.5% |
| Admin fee / account holder | $1,559 | $12,559-87.6% | $10,802-85.6% | $12,315-87.3% |