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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 | $45,790 | $111,785-59.0% | $93,669-51.1% | $145,877-68.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 15.42% | 203.79%-188.4pp | 133.59%-118.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,984 | $3,096-35.9% | $2,424-18.2% | $4,663-57.5% |
| Participant deferral / active EE | $5,771 | $4,919+17.3% | $4,416+30.7% | $6,691-13.7% |
| Admin fee / account holder | $1,404 | $10,256-86.3% | $8,291-83.1% | $13,402-89.5% |