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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 | $53,377 | $103,038-48.2% | $90,324-40.9% | $152,909-65.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 26.40% | 95.25%-68.9pp | 78.15%-51.8pp | 345.46%-319.1pp |
| Employer contribution / active EE | $2,719 | $3,141-13.4% | $2,856-4.8% | $4,764-42.9% |
| Participant deferral / active EE | $3,548 | $4,282-17.1% | $3,885-8.7% | $5,851-39.4% |
| Admin fee / account holder | $10,244 | $6,177+65.8% | $5,356+91.3% | $11,601-11.7% |