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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 | $51,204 | $51,638-0.8% | $68,368-25.1% | $82,448-37.9% |
| Participation rate | 80.2% | 63.6%+16.6pp | 73.8%+6.5pp | 68.1%+12.2pp |
| Annual return | 14.29% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,321 | $2,047-35.4% | $2,649-50.1% | $2,551-48.2% |
| Participant deferral / active EE | $2,859 | $2,914-1.9% | $4,123-30.6% | $4,139-30.9% |
| Admin fee / account holder | $4,948 | $4,643+6.6% | $5,150-3.9% | $7,234-31.6% |