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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 | $51,759 | $102,429-49.5% | $147,096-64.8% | $80,925-36.0% |
| Participation rate | 84.9% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 14.75% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,658 | $3,716-28.5% | $4,936-46.2% | $2,756-3.6% |
| Participant deferral / active EE | $8,290 | $6,649+24.7% | $8,071+2.7% | $4,299+92.9% |
| Admin fee / account holder | $2,331 | $7,957-70.7% | $13,005-82.1% | $6,940-66.4% |