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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 | $52,321 | $129,737-59.7% | $119,126-56.1% | $154,746-66.2% |
| Participation rate | 78.3% | 78.9%-0.6pp | 75.8%+2.5pp | 80.7%-2.4pp |
| Annual return | 15.68% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,796 | $4,375-58.9% | $4,034-55.5% | $4,379-59.0% |
| Participant deferral / active EE | $5,835 | $5,842-0.1% | $5,318+9.7% | $6,730-13.3% |
| Admin fee / account holder | $1,397 | $11,961-88.3% | $10,693-86.9% | $14,365-90.3% |