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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 | $53,785 | $152,612-64.8% | $125,192-57.0% | $152,897-64.8% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.5%+12.8pp |
| Annual return | 35.58% | 54.85%-19.3pp | 43.79%-8.2pp | 345.43%-309.9pp |
| Employer contribution / active EE | $2,724 | $4,947-44.9% | $3,866-29.5% | $4,764-42.8% |
| Participant deferral / active EE | $7,151 | $5,868+21.9% | $4,937+44.8% | $5,851+22.2% |
| Admin fee / account holder | $8,358 | $13,437-37.8% | $9,704-13.9% | $11,599-27.9% |