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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 | $46,930 | $101,063-53.6% | $81,473-42.4% | $147,586-68.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 9.99% | 32.41%-22.4pp | 38.78%-28.8pp | 578.59%-568.6pp |
| Employer contribution / active EE | $13,876 | $3,206+332.9% | $2,568+440.4% | $4,876+184.6% |
| Participant deferral / active EE | $5,703 | $4,242+34.4% | $3,537+61.2% | $5,439+4.9% |
| Admin fee / account holder | $527 | $5,812-90.9% | $4,561-88.4% | $10,886-95.2% |