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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 | $54,582 | $115,814-52.9% | $101,275-46.1% | $158,982-65.7% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 20.11% | 56.16%-36.0pp | 46.48%-26.4pp | 302.99%-282.9pp |
| Employer contribution / active EE | $2,417 | $4,176-42.1% | $3,660-34.0% | $4,763-49.2% |
| Participant deferral / active EE | $7,423 | $4,958+49.7% | $4,371+69.8% | $5,983+24.1% |
| Admin fee / account holder | $3,989 | $7,249-45.0% | $5,948-32.9% | $11,252-64.5% |