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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 | $52,991 | $105,856-49.9% | $90,161-41.2% | $147,585-64.1% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 13.82% | 37.63%-23.8pp | 34.89%-21.1pp | 578.58%-564.8pp |
| Employer contribution / active EE | $1,917 | $4,126-53.5% | $3,318-42.2% | $4,876-60.7% |
| Participant deferral / active EE | $5,311 | $5,733-7.4% | $5,287+0.4% | $5,439-2.4% |
| Admin fee / account holder | $1,039 | $8,046-87.1% | $5,943-82.5% | $10,886-90.5% |