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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 | $109,967-51.9% | $97,197-45.6% | $145,877-63.7% |
| Participation rate | 77.3% | 76.0%+1.3pp | 72.7%+4.6pp | 80.3%-3.0pp |
| Annual return | 21.51% | 244.27%-222.8pp | 75.47%-54.0pp | 551.28%-529.8pp |
| Employer contribution / active EE | $4,156 | $3,077+35.1% | $2,723+52.6% | $4,663-10.9% |
| Participant deferral / active EE | $2,267 | $4,676-51.5% | $4,263-46.8% | $6,691-66.1% |
| Admin fee / account holder | $841 | $6,199-86.4% | $5,637-85.1% | $13,402-93.7% |