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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 | $53,769 | $77,416-30.5% | $69,464-22.6% | $152,897-64.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 23.31% | 39.08%-15.8pp | 28.98%-5.7pp | 345.43%-322.1pp |
| Employer contribution / active EE | $13,806 | $3,315+316.5% | $2,779+396.8% | $4,764+189.8% |
| Participant deferral / active EE | $4,022 | $4,413-8.9% | $3,536+13.7% | $5,851-31.3% |
| Admin fee / account holder | $1,262 | $6,208-79.7% | $3,840-67.1% | $11,599-89.1% |