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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 | $48,057 | $111,814-57.0% | $93,654-48.7% | $145,959-67.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 16.14% | 203.30%-187.2pp | 133.34%-117.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,476 | $3,092-19.9% | $2,421+2.3% | $4,661-46.9% |
| Participant deferral / active EE | $4,315 | $4,914-12.2% | $4,413-2.2% | $6,689-35.5% |
| Admin fee / account holder | $772 | $10,246-92.5% | $8,282-90.7% | $13,398-94.2% |