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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 | $60,792 | $175,231-65.3% | $149,696-59.4% | $139,466-56.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.54% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,413 | $5,478-56.0% | $4,821-50.0% | $4,754-49.2% |
| Participant deferral / active EE | $5,785 | $6,521-11.3% | $5,682+1.8% | $6,712-13.8% |
| Admin fee / account holder | $3,744 | $16,155-76.8% | $13,212-71.7% | $11,409-67.2% |