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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 | $56,562 | $109,344-48.3% | $89,400-36.7% | $158,950-64.4% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 11.55% | 345.73%-334.2pp | 245.64%-234.1pp | 302.91%-291.4pp |
| Employer contribution / active EE | $2,112 | $3,170-33.4% | $2,586-18.3% | $4,762-55.7% |
| Participant deferral / active EE | $1,525 | $4,599-66.8% | $3,890-60.8% | $5,983-74.5% |
| Admin fee / account holder | $7,300 | $6,154+18.6% | $4,882+49.5% | $11,248-35.1% |