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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 | $55,676 | $99,652-44.1% | $78,778-29.3% | $147,586-62.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 21.32% | 47.28%-26.0pp | 35.62%-14.3pp | 578.59%-557.3pp |
| Employer contribution / active EE | $3,290 | $2,796+17.7% | $1,986+65.7% | $4,876-32.5% |
| Participant deferral / active EE | $5,854 | $3,664+59.8% | $2,958+97.9% | $5,439+7.6% |
| Admin fee / account holder | $583 | $7,155-91.9% | $5,134-88.7% | $10,886-94.6% |