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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 | $56,527 | $97,125-41.8% | $86,233-34.4% | $137,256-58.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 20.57% | 74.19%-53.6pp | 61.39%-40.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,538 | $2,841+94.9% | $2,504+121.1% | $4,156+33.3% |
| Participant deferral / active EE | $11,845 | $5,180+128.7% | $4,559+159.8% | $6,407+84.9% |
| Admin fee / account holder | $807 | $9,725-91.7% | $8,342-90.3% | $12,270-93.4% |