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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 | $50,000 | $77,416-35.4% | $69,464-28.0% | $152,897-67.3% |
| Participation rate | 78.9% | 78.1%+0.9pp | 74.6%+4.3pp | 82.5%-3.5pp |
| Annual return | 5.78% | 39.08%-33.3pp | 28.98%-23.2pp | 345.43%-339.7pp |
| Employer contribution / active EE | $2,282 | $3,315-31.1% | $2,779-17.9% | $4,764-52.1% |
| Participant deferral / active EE | $1,585 | $4,413-64.1% | $3,536-55.2% | $5,851-72.9% |
| Admin fee / account holder | $7,190 | $6,208+15.8% | $3,840+87.2% | $11,599-38.0% |