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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 | $46,136 | $150,412-69.3% | $120,574-61.7% | $145,884-68.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 9.32% | 154.50%-145.2pp | 107.42%-98.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,388 | $4,355-45.2% | $3,471-31.2% | $4,662-48.8% |
| Participant deferral / active EE | $2,482 | $6,175-59.8% | $4,996-50.3% | $6,690-62.9% |
| Admin fee / account holder | $1,333 | $12,224-89.1% | $9,445-85.9% | $13,392-90.0% |