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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 | $52,920 | $102,616-48.4% | $81,981-35.4% | $158,931-66.7% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.3%+24.9pp | 82.0%+12.2pp |
| Annual return | 13.76% | 61.05%-47.3pp | 41.31%-27.5pp | 302.86%-289.1pp |
| Employer contribution / active EE | $2,403 | $3,240-25.9% | $2,498-3.8% | $4,761-49.5% |
| Participant deferral / active EE | $5,160 | $4,648+11.0% | $3,722+38.6% | $5,982-13.7% |
| Admin fee / account holder | $8,854 | $8,236+7.5% | $5,664+56.3% | $11,247-21.3% |