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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 | $54,850 | $107,363-48.9% | $92,909-41.0% | $152,897-64.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 12.34% | 145.63%-133.3pp | 109.44%-97.1pp | 345.43%-333.1pp |
| Employer contribution / active EE | $17,307 | $4,222+309.9% | $3,653+373.7% | $4,764+263.3% |
| Participant deferral / active EE | $2,202 | $4,848-54.6% | $4,238-48.0% | $5,851-62.4% |
| Admin fee / account holder | $28,622 | $7,082+304.2% | $5,795+393.9% | $11,599+146.8% |