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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 | $54,087 | $129,476-58.2% | $93,515-42.2% | $158,982-66.0% |
| Participation rate | 77.8% | 71.0%+6.8pp | 66.8%+11.0pp | 82.0%-4.2pp |
| Annual return | 20.70% | 118.56%-97.9pp | 78.21%-57.5pp | 302.99%-282.3pp |
| Employer contribution / active EE | $6,070 | $2,717+123.4% | $2,077+192.2% | $4,763+27.4% |
| Participant deferral / active EE | $4,459 | $3,916+13.9% | $3,129+42.5% | $5,983-25.5% |
| Admin fee / account holder | $631 | $7,396-91.5% | $5,235-88.0% | $11,252-94.4% |