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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 | $57,997 | $111,830-48.1% | $93,696-38.1% | $145,884-60.2% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 8.13% | 204.08%-195.9pp | 133.74%-125.6pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,613 | $3,093-47.8% | $2,422-33.4% | $4,662-65.4% |
| Participant deferral / active EE | $5,317 | $4,920+8.1% | $4,417+20.4% | $6,690-20.5% |
| Admin fee / account holder | $1,914 | $10,249-81.3% | $8,287-76.9% | $13,392-85.7% |