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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 | $111,785-47.8% | $93,669-37.7% | $145,877-60.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 14.28% | 203.79%-189.5pp | 133.59%-119.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,534 | $3,096-18.1% | $2,424+4.6% | $4,663-45.7% |
| Participant deferral / active EE | $5,753 | $4,919+17.0% | $4,416+30.3% | $6,691-14.0% |
| Admin fee / account holder | $2,734 | $10,256-73.3% | $8,291-67.0% | $13,402-79.6% |