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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 | $55,570 | $99,652-44.2% | $78,778-29.5% | $147,586-62.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 19.00% | 47.28%-28.3pp | 35.62%-16.6pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,640 | $2,796-5.6% | $1,986+32.9% | $4,876-45.9% |
| Participant deferral / active EE | $5,159 | $3,664+40.8% | $2,958+74.4% | $5,439-5.2% |
| Admin fee / account holder | $529 | $7,155-92.6% | $5,134-89.7% | $10,886-95.1% |