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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 | $59,884 | $115,810-48.3% | $101,271-40.9% | $158,966-62.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 17.98% | 56.15%-38.2pp | 46.48%-28.5pp | 302.95%-285.0pp |
| Employer contribution / active EE | $2,860 | $4,175-31.5% | $3,660-21.9% | $4,762-40.0% |
| Participant deferral / active EE | $5,773 | $4,958+16.4% | $4,371+32.1% | $5,983-3.5% |
| Admin fee / account holder | $649 | $7,248-91.0% | $5,948-89.1% | $11,250-94.2% |