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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 | $45,009 | $125,190-64.0% | $105,624-57.4% | $145,897-69.2% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 15.70% | 225.22%-209.5pp | 116.20%-100.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,655 | $3,720-55.5% | $3,168-47.8% | $4,663-64.5% |
| Participant deferral / active EE | $4,519 | $5,716-20.9% | $5,013-9.9% | $6,689-32.4% |
| Admin fee / account holder | $1,716 | $17,138-90.0% | $10,961-84.3% | $13,390-87.2% |