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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 | $50,284 | $150,346-66.6% | $120,524-58.3% | $145,877-65.5% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 30.80% | 154.40%-123.6pp | 107.36%-76.6pp | 551.28%-520.5pp |
| Employer contribution / active EE | $2,058 | $4,353-52.7% | $3,469-40.7% | $4,663-55.9% |
| Participant deferral / active EE | $5,048 | $6,172-18.2% | $4,994+1.1% | $6,691-24.5% |
| Admin fee / account holder | $9,112 | $12,215-25.4% | $9,440-3.5% | $13,402-32.0% |