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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 | $45,549 | $112,935-59.7% | $90,970-49.9% | $158,966-71.3% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 8.36% | 215.79%-207.4pp | 134.58%-126.2pp | 302.95%-294.6pp |
| Employer contribution / active EE | $2,042 | $2,895-29.5% | $2,122-3.8% | $4,762-57.1% |
| Participant deferral / active EE | $4,347 | $4,129+5.3% | $3,373+28.8% | $5,983-27.4% |
| Admin fee / account holder | $9,549 | $8,045+18.7% | $5,960+60.2% | $11,250-15.1% |