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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 | $48,243 | $124,336-61.2% | $111,303-56.7% | $167,518-71.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 14.25% | 37.45%-23.2pp | 54.66%-40.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $3,117 | $3,436-9.3% | $2,731+14.1% | $4,838-35.6% |
| Participant deferral / active EE | $5,162 | $5,181-0.4% | $4,487+15.0% | $6,342-18.6% |
| Admin fee / account holder | $14,669 | $10,623+38.1% | $7,966+84.2% | $12,312+19.1% |