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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 | $76,283 | $115,796-34.1% | $101,264-24.7% | $158,950-52.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 27.23% | 56.15%-28.9pp | 46.48%-19.3pp | 302.91%-275.7pp |
| Employer contribution / active EE | $1,028 | $4,175-75.4% | $3,660-71.9% | $4,762-78.4% |
| Participant deferral / active EE | $2,592 | $4,958-47.7% | $4,370-40.7% | $5,983-56.7% |
| Admin fee / account holder | $6,071 | $7,247-16.2% | $5,947+2.1% | $11,248-46.0% |