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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 | $49,393 | $104,937-52.9% | $84,628-41.6% | $152,897-67.7% |
| Participation rate | 78.6% | 74.8%+3.7pp | 68.2%+10.3pp | 82.5%-3.9pp |
| Annual return | 13.91% | 373.88%-360.0pp | 258.80%-244.9pp | 345.43%-331.5pp |
| Employer contribution / active EE | $672 | $3,303-79.7% | $2,653-74.7% | $4,764-85.9% |
| Participant deferral / active EE | $2,725 | $4,690-41.9% | $3,900-30.1% | $5,851-53.4% |
| Admin fee / account holder | $17,293 | $6,243+177.0% | $4,914+251.9% | $11,599+49.1% |