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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 | $56,435 | $55,472+1.7% | $155,567-63.7% | $74,546-24.3% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 12.87% | 268.72%-255.8pp | 64.74%-51.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,043 | $2,269-10.0% | $4,674-56.3% | $2,624-22.2% |
| Participant deferral / active EE | $3,859 | $2,838+36.0% | $5,628-31.4% | $4,347-11.2% |
| Admin fee / account holder | $7,060 | $1,743+305.1% | $15,916-55.6% | $1,944+263.3% |