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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 | $50,877 | $107,363-52.6% | $92,909-45.2% | $152,897-66.7% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.5%-6.0pp |
| Annual return | 17.62% | 145.63%-128.0pp | 109.44%-91.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $2,142 | $4,222-49.3% | $3,653-41.4% | $4,764-55.0% |
| Participant deferral / active EE | $4,499 | $4,848-7.2% | $4,238+6.2% | $5,851-23.1% |
| Admin fee / account holder | $588 | $7,082-91.7% | $5,795-89.9% | $11,599-94.9% |