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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 | $53,246 | $102,638-48.1% | $81,982-35.1% | $158,982-66.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.7pp |
| Annual return | 13.51% | 61.05%-47.5pp | 41.31%-27.8pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,781 | $3,241-14.2% | $2,498+11.3% | $4,763-41.6% |
| Participant deferral / active EE | $7,443 | $4,649+60.1% | $3,722+99.9% | $5,983+24.4% |
| Admin fee / account holder | $3,208 | $8,237-61.1% | $5,665-43.4% | $11,252-71.5% |