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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 | $52,895 | $110,093-52.0% | $97,295-45.6% | $145,897-63.7% |
| Participation rate | 77.3% | 75.9%+1.4pp | 72.7%+4.6pp | 80.3%-3.0pp |
| Annual return | 21.51% | 244.76%-223.2pp | 75.62%-54.1pp | 552.29%-530.8pp |
| Employer contribution / active EE | $4,156 | $3,077+35.1% | $2,723+52.6% | $4,663-10.9% |
| Participant deferral / active EE | $2,267 | $4,678-51.5% | $4,264-46.8% | $6,689-66.1% |
| Admin fee / account holder | $841 | $6,212-86.5% | $5,646-85.1% | $13,390-93.7% |