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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 | $52,916 | $97,125-45.5% | $86,233-38.6% | $137,256-61.4% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.0%+9.6pp | 80.0%-1.4pp |
| Annual return | 15.39% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,694 | $2,841-40.4% | $2,504-32.4% | $4,156-59.2% |
| Participant deferral / active EE | $11,781 | $5,180+127.4% | $4,559+158.4% | $6,407+83.9% |
| Admin fee / account holder | $4,672 | $9,725-52.0% | $8,342-44.0% | $12,270-61.9% |