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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 | $56,493 | $69,248-18.4% | $64,101-11.9% | $139,466-59.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.08% | 45.95%-32.9pp | 33.72%-20.6pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,841 | $3,185-10.8% | $2,749+3.4% | $4,754-40.2% |
| Participant deferral / active EE | $8,130 | $4,682+73.6% | $3,881+109.5% | $6,712+21.1% |
| Admin fee / account holder | $4,344 | $4,247+2.3% | $3,070+41.5% | $11,409-61.9% |