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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 | $64,520 | $132,634-51.4% | $115,768-44.3% | $137,256-53.0% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.4%+19.7pp | 80.0%+14.2pp |
| Annual return | 9.94% | 160.70%-150.8pp | 100.46%-90.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,787 | $3,360-46.8% | $2,940-39.2% | $4,156-57.0% |
| Participant deferral / active EE | $2,568 | $5,619-54.3% | $4,917-47.8% | $6,407-59.9% |
| Admin fee / account holder | $574 | $15,028-96.2% | $12,439-95.4% | $12,270-95.3% |