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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 | $57,941 | $111,878-48.2% | $93,727-38.2% | $145,897-60.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 16.15% | 204.28%-188.1pp | 133.83%-117.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,807 | $3,092-9.2% | $2,421+15.9% | $4,663-39.8% |
| Participant deferral / active EE | $6,088 | $4,920+23.7% | $4,417+37.8% | $6,689-9.0% |
| Admin fee / account holder | $1,361 | $10,256-86.7% | $8,292-83.6% | $13,390-89.8% |