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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 | $56,626 | $115,810-51.1% | $101,271-44.1% | $158,966-64.4% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 19.30% | 56.15%-36.9pp | 46.48%-27.2pp | 302.95%-283.7pp |
| Employer contribution / active EE | $1,809 | $4,175-56.7% | $3,660-50.6% | $4,762-62.0% |
| Participant deferral / active EE | $6,635 | $4,958+33.8% | $4,371+51.8% | $5,983+10.9% |
| Admin fee / account holder | $542 | $7,248-92.5% | $5,948-90.9% | $11,250-95.2% |