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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 | $55,121 | $105,198-47.6% | $159,455-65.4% | $85,856-35.8% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 15.01% | 45.08%-30.1pp | 263.63%-248.6pp | 318.58%-303.6pp |
| Employer contribution / active EE | $2,502 | $3,319-24.6% | $4,830-48.2% | $2,565-2.5% |
| Participant deferral / active EE | $5,970 | $5,946+0.4% | $7,353-18.8% | $3,952+51.1% |
| Admin fee / account holder | $1,470 | $6,934-78.8% | $10,800-86.4% | $6,261-76.5% |