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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 | $58,346 | $111,830-47.8% | $93,696-37.7% | $145,884-60.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 14.28% | 204.08%-189.8pp | 133.74%-119.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,534 | $3,093-18.1% | $2,422+4.6% | $4,662-45.6% |
| Participant deferral / active EE | $5,753 | $4,920+16.9% | $4,417+30.3% | $6,690-14.0% |
| Admin fee / account holder | $2,734 | $10,249-73.3% | $8,287-67.0% | $13,392-79.6% |