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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 | $50,412 | $112,112-55.0% | $95,956-47.5% | $158,950-68.3% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.2pp |
| Annual return | 75.18% | 171.15%-96.0pp | 91.63%-16.4pp | 302.91%-227.7pp |
| Employer contribution / active EE | $2,591 | $3,199-19.0% | $2,541+2.0% | $4,762-45.6% |
| Participant deferral / active EE | $5,931 | $4,784+24.0% | $4,167+42.3% | $5,983-0.9% |
| Admin fee / account holder | $2,248 | $10,134-77.8% | $6,797-66.9% | $11,248-80.0% |