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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 | $55,279 | $101,063-45.3% | $81,473-32.1% | $147,586-62.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 26.65% | 32.41%-5.8pp | 38.78%-12.1pp | 578.59%-551.9pp |
| Employer contribution / active EE | $5,478 | $3,206+70.9% | $2,568+113.3% | $4,876+12.3% |
| Participant deferral / active EE | $8,236 | $4,242+94.1% | $3,537+132.9% | $5,439+51.4% |
| Admin fee / account holder | $5,188 | $5,812-10.7% | $4,561+13.7% | $10,886-52.3% |