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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 | $48,041 | $154,754-69.0% | $124,206-61.3% | $138,895-65.4% |
| Participation rate | 84.2% | 75.5%+8.7pp | 69.6%+14.6pp | 79.9%+4.3pp |
| Annual return | 10.37% | 709.28%-698.9pp | 515.27%-504.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,081 | $4,446-75.7% | $3,540-69.5% | $4,194-74.2% |
| Participant deferral / active EE | $2,996 | $4,621-35.2% | $3,968-24.5% | $6,396-53.2% |
| Admin fee / account holder | $7,300 | $6,690+9.1% | $5,929+23.1% | $12,562-41.9% |