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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 | $45,228 | $99,652-54.6% | $78,778-42.6% | $147,586-69.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 10.96% | 47.28%-36.3pp | 35.62%-24.7pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,469 | $2,796-11.7% | $1,986+24.3% | $4,876-49.4% |
| Participant deferral / active EE | $5,113 | $3,664+39.6% | $2,958+72.8% | $5,439-6.0% |
| Admin fee / account holder | $2,688 | $7,155-62.4% | $5,134-47.6% | $10,886-75.3% |