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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 | $55,294 | $99,652-44.5% | $78,778-29.8% | $147,586-62.5% |
| Participation rate | 78.9% | 76.2%+2.7pp | 69.2%+9.8pp | 82.8%-3.9pp |
| Annual return | 11.96% | 47.28%-35.3pp | 35.62%-23.7pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,821 | $2,796-34.8% | $1,986-8.3% | $4,876-62.6% |
| Participant deferral / active EE | $4,839 | $3,664+32.1% | $2,958+63.6% | $5,439-11.0% |
| Admin fee / account holder | $2,361 | $7,155-67.0% | $5,134-54.0% | $10,886-78.3% |