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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 | $50,175 | $162,529-69.1% | $130,788-61.6% | $154,746-67.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 14.88% | 510.48%-495.6pp | 386.44%-371.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,794 | $4,447-37.2% | $3,558-21.5% | $4,379-36.2% |
| Participant deferral / active EE | $4,884 | $4,808+1.6% | $4,137+18.0% | $6,730-27.4% |
| Admin fee / account holder | $791 | $7,669-89.7% | $6,673-88.1% | $14,365-94.5% |