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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 | $42,525 | $108,882-60.9% | $96,754-56.0% | $154,746-72.5% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 16.35% | 98.39%-82.0pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $4,751 | $3,018+57.4% | $2,679+77.3% | $4,379+8.5% |
| Participant deferral / active EE | $5,693 | $5,323+7.0% | $4,758+19.6% | $6,730-15.4% |
| Admin fee / account holder | $5,356 | $10,200-47.5% | $8,905-39.9% | $14,365-62.7% |