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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 | $47,560 | $101,063-52.9% | $81,473-41.6% | $147,586-67.8% |
| Participation rate | 70.8% | 74.5%-3.6pp | 68.0%+2.9pp | 82.8%-12.0pp |
| Annual return | 11.54% | 32.41%-20.9pp | 38.78%-27.2pp | 578.59%-567.1pp |
| Employer contribution / active EE | $3,601 | $3,206+12.3% | $2,568+40.2% | $4,876-26.2% |
| Participant deferral / active EE | $3,439 | $4,242-18.9% | $3,537-2.8% | $5,439-36.8% |
| Admin fee / account holder | $424 | $5,812-92.7% | $4,561-90.7% | $10,886-96.1% |