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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 | $57,795 | $100,203-42.3% | $85,240-32.2% | $145,897-60.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 15.87% | 84.28%-68.4pp | 66.75%-50.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $4,709 | $3,242+45.3% | $2,735+72.2% | $4,663+1.0% |
| Participant deferral / active EE | $7,079 | $5,299+33.6% | $4,527+56.4% | $6,689+5.8% |
| Admin fee / account holder | $2,918 | $7,265-59.8% | $6,165-52.7% | $13,390-78.2% |