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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 | $58,054 | $103,000-43.6% | $90,300-35.7% | $152,885-62.0% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 20.68% | 95.19%-74.5pp | 78.11%-57.4pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,249 | $3,138-28.4% | $2,854-21.2% | $4,763-52.8% |
| Participant deferral / active EE | $4,621 | $4,281+8.0% | $3,884+19.0% | $5,851-21.0% |
| Admin fee / account holder | $1,897 | $6,173-69.3% | $5,353-64.6% | $11,598-83.6% |