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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 | $56,246 | $125,237-55.1% | $105,608-46.7% | $145,877-61.4% |
| Participation rate | 81.8% | 77.7%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 11.31% | 225.76%-214.5pp | 116.50%-105.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,743 | $3,720-26.3% | $3,167-13.4% | $4,663-41.2% |
| Participant deferral / active EE | $6,265 | $5,711+9.7% | $5,010+25.1% | $6,691-6.4% |
| Admin fee / account holder | $3,750 | $17,287-78.3% | $11,028-66.0% | $13,402-72.0% |