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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 | $59,024 | $112,112-47.4% | $95,956-38.5% | $158,950-62.9% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 15.14% | 171.15%-156.0pp | 91.63%-76.5pp | 302.91%-287.8pp |
| Employer contribution / active EE | $2,302 | $3,199-28.0% | $2,541-9.4% | $4,762-51.7% |
| Participant deferral / active EE | $7,462 | $4,784+56.0% | $4,167+79.1% | $5,983+24.7% |
| Admin fee / account holder | $1,132 | $10,134-88.8% | $6,797-83.3% | $11,248-89.9% |