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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 | $50,045 | $162,821-69.3% | $133,978-62.6% | $158,982-68.5% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 115.24% | 41.95%+73.3pp | 45.10%+70.1pp | 302.99%-187.8pp |
| Employer contribution / active EE | $2,439 | $4,976-51.0% | $3,919-37.8% | $4,763-48.8% |
| Participant deferral / active EE | $5,960 | $5,910+0.8% | $5,047+18.1% | $5,983-0.4% |
| Admin fee / account holder | $2,742 | $11,742-76.6% | $8,930-69.3% | $11,252-75.6% |