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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 | $51,546 | $99,995-48.5% | $85,063-39.4% | $145,978-64.7% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 9.84% | 83.99%-74.2pp | 66.54%-56.7pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,960 | $3,231-39.4% | $2,727-28.1% | $4,662-58.0% |
| Participant deferral / active EE | $6,379 | $5,295+20.5% | $4,523+41.0% | $6,690-4.6% |
| Admin fee / account holder | $3,361 | $7,255-53.7% | $6,155-45.4% | $13,400-74.9% |