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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 | $52,666 | $112,915-53.4% | $90,965-42.1% | $158,950-66.9% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 21.19% | 215.75%-194.6pp | 134.57%-113.4pp | 302.91%-281.7pp |
| Employer contribution / active EE | $2,371 | $2,894-18.1% | $2,122+11.7% | $4,762-50.2% |
| Participant deferral / active EE | $5,785 | $4,128+40.1% | $3,373+71.5% | $5,983-3.3% |
| Admin fee / account holder | $842 | $8,044-89.5% | $5,960-85.9% | $11,248-92.5% |