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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 | $56,875 | $118,695-52.1% | $98,916-42.5% | $158,950-64.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 20.42% | 372.39%-352.0pp | 196.45%-176.0pp | 302.91%-282.5pp |
| Employer contribution / active EE | $5,415 | $3,333+62.4% | $2,689+101.3% | $4,762+13.7% |
| Participant deferral / active EE | $5,875 | $5,088+15.5% | $4,245+38.4% | $5,983-1.8% |
| Admin fee / account holder | $321 | $10,132-96.8% | $6,642-95.2% | $11,248-97.1% |