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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 | $49,968 | $105,960-52.8% | $81,726-38.9% | $158,982-68.6% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 13.64% | 38.19%-24.5pp | 29.49%-15.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $2,322 | $7,805-70.3% | $4,311-46.1% | $4,763-51.3% |
| Participant deferral / active EE | $5,906 | $13,011-54.6% | $7,108-16.9% | $5,983-1.3% |
| Admin fee / account holder | $4,573 | $8,494-46.2% | $5,160-11.4% | $11,252-59.4% |