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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 | $47,198 | $185,883-74.6% | $170,043-72.2% | $139,466-66.2% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 11.68% | 60.54%-48.9pp | 53.40%-41.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $1,946 | $7,596-74.4% | $6,790-71.3% | $4,754-59.1% |
| Participant deferral / active EE | $6,846 | $11,626-41.1% | $10,410-34.2% | $6,712+2.0% |
| Admin fee / account holder | $13,357 | $15,393-13.2% | $12,824+4.2% | $11,409+17.1% |