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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 | $54,525 | $102,638-46.9% | $81,982-33.5% | $158,982-65.7% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.3%+21.7pp | 82.0%+8.9pp |
| Annual return | 23.49% | 61.05%-37.6pp | 41.31%-17.8pp | 302.99%-279.5pp |
| Employer contribution / active EE | $2,478 | $3,241-23.5% | $2,498-0.8% | $4,763-48.0% |
| Participant deferral / active EE | $3,820 | $4,649-17.8% | $3,722+2.6% | $5,983-36.2% |
| Admin fee / account holder | $4,037 | $8,237-51.0% | $5,665-28.7% | $11,252-64.1% |