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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 | $55,152 | $69,248-20.4% | $64,101-14.0% | $139,466-60.5% |
| Participation rate | 78.9% | 75.6%+3.4pp | 72.3%+6.6pp | 80.3%-1.4pp |
| Annual return | 12.11% | 45.95%-33.8pp | 33.72%-21.6pp | 373.66%-361.6pp |
| Employer contribution / active EE | $2,742 | $3,185-13.9% | $2,749-0.2% | $4,754-42.3% |
| Participant deferral / active EE | $1,588 | $4,682-66.1% | $3,881-59.1% | $6,712-76.3% |
| Admin fee / account holder | $6,565 | $4,247+54.6% | $3,070+113.8% | $11,409-42.5% |