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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 | $45,108 | $118,869-62.1% | $96,575-53.3% | $167,518-73.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 22.36% | 50.49%-28.1pp | 37.79%-15.4pp | 478.71%-456.3pp |
| Employer contribution / active EE | $1,777 | $3,120-43.1% | $2,357-24.6% | $4,838-63.3% |
| Participant deferral / active EE | $5,770 | $4,616+25.0% | $3,849+49.9% | $6,342-9.0% |
| Admin fee / account holder | $1,791 | $8,067-77.8% | $6,182-71.0% | $12,312-85.5% |