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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 | $46,849 | $111,787-58.1% | $93,681-50.0% | $145,978-67.9% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.0pp | 80.3%-2.5pp |
| Annual return | 8.33% | 203.52%-195.2pp | 133.47%-125.1pp | 550.52%-542.2pp |
| Employer contribution / active EE | $3,569 | $3,093+15.4% | $2,422+47.3% | $4,662-23.4% |
| Participant deferral / active EE | $9,669 | $4,918+96.6% | $4,415+119.0% | $6,690+44.5% |
| Admin fee / account holder | $15,436 | $10,256+50.5% | $8,290+86.2% | $13,400+15.2% |